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Blackhawk Capital Partners LLC
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CRD # | 158020 |
SEC # | 801-81107 |
CIK # | 0001582561 |
AUM | $244.1 MM (2024-08-22) |
Employees | 9 (67% Investors, 33% Brokers) |
Phone | 262-242-4487 |
Address | 167 S Main Street Thiensville, WI 53092 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 8.8 | |
META | 434,852.0 | 8.2 | |
MSFT | 1,918,222.4 | 5.2 | |
GOOGL | 1,475,138.5 | 5.0 | |
LLY | 301,789.7 | 4.7 | |
TSM | 437,370.3 | 4.1 | |
AMZN | 1,092,997.8 | 4.0 | |
XOM | 385,508.3 | 3.7 | |
NVDA | 399,550.0 | 3.1 | |
ABT | 187,298.3 | 3.1 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 97 | 20.0 |
(b) Individuals (high net worth individuals) | 139 | 195.3 |
(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 | 20 | 16.5 |
(h) Charitable organizations | 0 | 0.0 |
(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 | 15 | 12.3 |
(n) Other | 0 | 0.0 |
Total | 671 | 244.1 |
By Discretionary | ||
Discretionary | 668 | 244.1 |
Non-Discretionary | 3 | 0.0 |
Total | 671 | 244.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 244.1 | |
Total | 671 | 244.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001582561] |
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Centennial Wealth Advisory LLC
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MI | 0.2 |
Kleinfelder Capital Inc
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OH | 0.2 |
Joel Adams and Associates Inc
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NC | 0.2 |
Phillip B White Co Inc
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CA | 0.2 |
ABLE Wealth Management LLC
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NJ | 0.2 |
Huntington Advisors Inc
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|
CA | 0.2 |
United Financial Planning Group LLC
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NY | 0.2 |
Martha's Vineyard Investment Advisors LLC
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|
MA | 0.2 |
Dynamic Market Advantage LLC
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|
KY | 0.2 |
MFO Investments LLC
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|
MI | 0.2 |