Wisconsin Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Wisconsin Capital Management LLC
✚
CRD #110394
SEC #801-53829
CIK #0000926833
AUM 256.6 M (2025-08-31)
Employees 5 (40% Investors, 0% Brokers)
Fees
Minimum
Phone608-960-4616
Address8020 Excelsior Drive Ste 402
Madison, WI 53717
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02000200820172026
Sector Form 13F Holdings Value ($M)
Nvidia Corp 24.8
Alphabet Inc 14.3
Apple Inc 9.5
Microsoft Corp 8.8
Visa Inc 8.1
Mastercard Inc 8.1
VSE Corp 7.7
AAR Corp 7.7
Modine Manufacturing Co 7.5
Amazon Com Inc 7.4
View All
Holdings by Sector ($M)
3002401801206002011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 36 0.0
(b) Individuals (high net worth individuals) 38 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 0.1
(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 2 0.0
(n) Other 0 0.0
Total 99 0.3
By Discretionary
Discretionary 99 0.3
Non-Discretionary 0 0.0
Total 99 0.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.3
Total 99 0.3
EDGAR Form CIK 2011 - 2026
13F-HR [0000926833]
Firm Profile (Form ADV)
Discretionary AUM$0.5B
ServesInstitutional, Retail
LEI549300J8CUY0MPIIZG03
Comparable Firms State AUM
W&S Brokerage Services Inc
✚
OH 257.2 M
New Millennium Group LLC
✚
UT 257.0 M
Texas Family Wealth LLC
✚
TX 257.0 M
Prospect Hill Management LLC
✚
256.6 M
6th Street Advisors LLC
✚
AL 256.5 M
Delarme Wealth Management Inc
✚
CA 256.5 M
Estate & Trust Advisors Inc
✚
IL 256.5 M
Argo Wealth Advisory LLC
✚
VA 256.2 M
Richardson Financial Services Inc
✚
MA 256.1 M
Sonoma West LLC
✚
255.9 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com