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Wisconsin Capital Management, LLC

● SEC registered since 1997CRD 110394SEC# 801-53829Madison, WI
Export (members)
Reg. AUM
$256.6M
Employees
5
Accounts
99
Location
Madison, WI

Wisconsin Capital Management, LLC assets under management

Wisconsin Capital Management, LLC operates as an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 1997. It reports $256.6 million in regulatory assets under management and employs 5 people.
www.plumbfunds.comView on SEC.gov ↗

Wisconsin Capital Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Bonnie Michelle Romani ControlChief Compliance OfficerUnder 5%2020
Nathan Marek Plumb ControlVice PresidentUnder 5%2025
Tgp, Inc. ControlSole OwnerOver 75%2005
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Frequently asked questions

How much does Wisconsin Capital Management, LLC manage?

Wisconsin Capital Management, LLC reports $256.6 million in regulatory assets under management on its Form ADV.

How many employees does Wisconsin Capital Management, LLC have?

Wisconsin Capital Management, LLC reports 5 employees.

Where is Wisconsin Capital Management, LLC located?

Wisconsin Capital Management, LLC is based in Madison, WI and has been SEC-registered since 1997.

Does Wisconsin Capital Management, LLC disclose fund performance?

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

Contact & registration

Address8020 Excelsior Drive Ste. 402, Madison, WI 53717
Phone608-960-4616
Office hours9:00 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK926833
Discloses disciplinary historyYes

Assets under management

Discretionary$256.6M
Non-discretionary$0
Total (RAUM)$256.6M