PPrivate Fund Data Log in Join · $37/mo

Richardson Capital Management, LLC

● SEC registered since 2004CRD 130985SEC# 801-63149Menomonee Falls, WI
Export (members)
Reg. AUM
$526.5M
Employees
8
Accounts
233
Location
Menomonee Falls, WI

Richardson Capital Management, LLC assets under management

Richardson Capital Management, LLC is an investment advisory firm registered with the SEC based in Menomonee Falls, WI. The firm has been registered since 2004. It reports $526.5 million in regulatory assets under management and employs 8 people.
richardson-financial.comView on SEC.gov ↗

Richardson Capital Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Plr Irrevocable Trust ControlMember50-75%2004
Scott Patrick Richardson ControlPresident & Chief Compliance OfficerUnder 5%2004
Spr Irrevocable Trust ControlMember25-50%2009
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Richardson Capital Management, LLC manage?

Richardson Capital Management, LLC reports $526.5 million in regulatory assets under management on its Form ADV.

How many employees does Richardson Capital Management, LLC have?

Richardson Capital Management, LLC reports 8 employees.

Where is Richardson Capital Management, LLC located?

Richardson Capital Management, LLC is based in Menomonee Falls, WI and has been SEC-registered since 2004.

Does Richardson Capital Management, LLC disclose fund performance?

Richardson Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressW134 N8688 Executive Parkway, Menomonee Falls, WI 53051
Phone262-255-4100
Fax262-255-4410
Office hours8 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1621646
Discloses disciplinary historyNo

Assets under management

Discretionary$409.5M
Non-discretionary$117M
Total (RAUM)$526.5M