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