ARCATAUR CAPITAL MANAGEMENT LLC

826 North Plankinton Avenue, Suite 300
Milwaukee, Wisconsin 53203
Tel: 414-225-8200

About ARCATAUR CAPITAL MANAGEMENT LLC

ARCATAUR CAPITAL MANAGEMENT LLC, formally registered with the SEC as ARCATAUR CAPITAL MANAGEMENT LLC. The firm was established in 06/15/2015. They have over 1 offices throughout the country.

ARCATAUR CAPITAL MANAGEMENT LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $347,716,899 assets under management, offering retirement planning & investment advisory services to 697 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124663
SEC#	801-100352
Assets Managed by Firm	$347,716,899
No. of Clients	697
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	697	$347,716,899
Individuals (other than high net worth individuals)	94	$26,138,093
High net worth individuals	117	$293,635,152
Pension and profit sharing plans	2	$6,332,169
Charitable organizations	3	$21,610,262
Corporations or other businesses	1	$1,223

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