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| Sumnicht & Associates LLC
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|---|---|
| CRD # | 111421 |
| SEC # | 801-60309 |
| CIK # | 0001491661 |
| AUM | 107.9 M (2026-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 920-731-4455 |
| Address | 5485 W Grande Market Drive Appleton, WI 54913 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Sa Alternative Opportunity Fund A Series LLC | 2012-03-28 | 0.0 M | |
| HF | Sumnicht Money Masters Fund II LP | 2012-03-28 | 0.8 M | |
| HF | Sumnicht Money Masters Fund LP | 2012-03-28 | 0.9 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 107.9 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 72 | 107.9 |
| By Discretionary | ||
| Discretionary | 47 | 64.0 |
| Non-Discretionary | 25 | 43.9 |
| Total | 72 | 107.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.9 | |
| Total | 72 | 107.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001491661] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| Related Firms | State | AUM |
|---|---|---|
|
Sumnicht & Associates LLC
✚
|
WI | 107.9 M |
|
iSectors LLC
✚
|
WI |
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