|
⚲
|
| Arcataur Capital Management LLC
✚
|
|
|---|---|
| CRD # | 124663 |
| SEC # | 801-100352 |
| CIK # | 0001987321 |
| AUM | $469.5 M (2026-03-11) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 414-225-8200 |
| Address | 826 North Plankinton Avenue, Suite 300 Milwaukee, WI 53203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.2 | ||
| Microsoft Corp | 4.0 | ||
| Alphabet Inc | 3.1 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Nvidia Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 29.3 |
| (b) Individuals (high net worth individuals) | 141 | 385.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 8.6 |
| (h) Charitable organizations | 2 | 15.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 30.2 |
| (n) Other | 0 | 0.0 |
| Total | 766 | 469.5 |
| By Discretionary | ||
| Discretionary | 766 | 469.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 766 | 469.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 469.5 | |
| Total | 766 | 469.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001987321] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rinkey Investments
✚
|
CA | 0.5 |
|
van Clemens Wealth Management LLC
✚
|
MN | 0.5 |
|
Atyant Capital Management Limited
✚
|
0.5 | |
|
HS Management Partners LLC
✚
|
NY | 0.5 |
|
Adapt Wealth Advisors LLC
✚
|
GA | 0.5 |
|
Henry Bragg & Co LLC
✚
|
TX | 0.5 |
|
Brown McLeod Inc
✚
|
AL | 0.5 |
|
Flagstone Financial Management LLC
✚
|
NE | 0.5 |
|
Fortitude Advisory Group LLC
✚
|
WA | 0.5 |
|
Yukon Wealth Management Inc
✚
|
KS | 0.5 |