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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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