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Data / Investment advisers / Serving pooled investment vehicles / Wisconsin

Investment advisers in Wisconsin serving pooled investment vehicles: 21 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

21 SEC registered investment advisers with a main office in Wisconsin report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $77.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Artisan Partners Limited Partnership.

The request: Every investment adviser in Wisconsin that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.

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  • 21Advisers
  • $77.8 billionAUM from this client type
  • 20Advisers over $100 million
  • November 2, 2026File date

Advisers in Wisconsin serving pooled investment vehicles

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Artisan Partners Limited PartnershipMilwaukee96$59.86 billion$183.62 billionadviserinfo.sec.gov
Northwestern Mutual Investment Management Company, LLCMilwaukee18$7.41 billion$323.08 billionadviserinfo.sec.gov
Hammes Realty Advisors, LLCMilwaukee5$2.02 billion$2.02 billionadviserinfo.sec.gov
Mason Wells, Inc.Milwaukee4$1.42 billion$1.42 billionadviserinfo.sec.gov
Robert W. Baird & Co. IncorporatedMilwaukee8$1.25 billion$394.07 billionadviserinfo.sec.gov
Kellogg Asset Management, LLCGreen Bay1$1.12 billion$2.86 billionadviserinfo.sec.gov
Tidal Investments LLCMilwaukee10$958.4 million$45.83 billionadviserinfo.sec.gov
Fiduciary Management, Inc.Milwaukee5$810.1 million$11.36 billionadviserinfo.sec.gov
Skylands Capital, LLCMilwaukee5$698.8 million$746.5 millionadviserinfo.sec.gov
Baird Capital Management Company, LLCMilwaukee7$687.6 million$737.9 millionadviserinfo.sec.gov
National Investment Services of America, LLCMilwaukee12$408.9 million$16.25 billionadviserinfo.sec.gov
Geneva Capital Management LLCMilwaukee3$290.6 million$5.60 billionadviserinfo.sec.gov
Baird Venture Partners Management Company IV, LLCMilwaukee2$228.5 million$252.1 millionadviserinfo.sec.gov
Black Maple Capital Management LPMilwaukee3$197.7 million$352.9 millionadviserinfo.sec.gov
Baird Venture Partners Management Company V, LLCMilwaukee2$179.2 million$195.2 millionadviserinfo.sec.gov
MLG Fund Manager LLCBrookfield2$143.6 million$143.6 millionadviserinfo.sec.gov
Endowment Wealth Management, Inc.Appleton11$93.5 million$609.2 millionadviserinfo.sec.gov
Operose Advisors LLCMilwaukee3$25.6 million$2.06 billionadviserinfo.sec.gov
Sugar Maple Asset Management, LLCSister Bay1$10 million$291.5 millionadviserinfo.sec.gov
Baird Venture Partners Management Company III, LLCMilwaukee2$1.1 million$1.3 millionadviserinfo.sec.gov
Global Value Investment CorporationMilwaukee1$347,719$225.6 millionadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.