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Thompson Investment Management, Inc.

● SEC registered since 2003CRD 129609SEC# 801-62562Madison, WI
Export (members)
Reg. AUM
$2.66B
Employees
18
Accounts
882
Location
Madison, WI

Thompson Investment Management, Inc. assets under management

Thompson Investment Management, Inc. is an investment advisory firm registered with the SEC based in Madison, WI. The firm has been registered since 2003. It reports $2.7 billion in regulatory assets under management and employs 18 people.
thompsonim.comView on SEC.gov ↗

Thompson Investment Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Colleen E Donnelly ControlChief Compliance OfficerUnder 5%2022
James Thomas Evans ControlChief Investment Officer25-50%2009
Jason Lee Stephens ControlChief Executive Officer25-50%2015
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Frequently asked questions

How much does Thompson Investment Management, Inc. manage?

Thompson Investment Management, Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does Thompson Investment Management, Inc. have?

Thompson Investment Management, Inc. reports 18 employees.

Where is Thompson Investment Management, Inc. located?

Thompson Investment Management, Inc. is based in Madison, WI and has been SEC-registered since 2003.

Does Thompson Investment Management, Inc. disclose fund performance?

Thompson Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1255 Fourier Drive, Suite 200, Madison, WI 53717
Phone608-827-5700
Fax608-827-7300
Office hours8:00 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1277279
Discloses disciplinary historyNo

Assets under management

Discretionary$2.66B
Non-discretionary$0
Total (RAUM)$2.66B