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| Fiduciary Management Inc
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|---|---|
| CRD # | 109149 |
| SEC # | 801-15164 |
| CIK # | 0001925420 |
| AUM | 11.36 B (2026-06-09) |
| Employees | 25 (68% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 414-226-4545 |
| Address | 790 N Water Street Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Coreweave Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 0.7 |
| (b) Individuals (high net worth individuals) | 196 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 6.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.8 |
| (g) Pension and profit sharing plans | 35 | 1.1 |
| (h) Charitable organizations | 93 | 0.8 |
| (i) State or municipal government entities | 16 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 0.2 |
| (n) Other | 0 | 0.2 |
| Total | 577 | 11.4 |
| By Discretionary | ||
| Discretionary | 577 | 11.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 577 | 11.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 10.6 | |
| Total | 577 | 11.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001925420] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $15.9B |
| Serves | Institutional, Retail |
| LEI | 5493001HF4A3F6ZIMER9 |
| Comparable Firms | State | AUM |
|---|---|---|
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NY | 11.66 B |
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Everett Harris & Co
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Heck Capital Advisors LLC
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Perigon Wealth Management LLC
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|
Hyperion Asset Management Limited
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|
Fondsmaeglerselskabet MAJ Invest A/S
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|
Asset Preservation Advisors LLC
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