Data / Investment advisers / Private funds / Wisconsin
Investment advisers in Wisconsin that manage private funds: 36 firms
36 investment advisers with a main office in Wisconsin report 181 private funds in Form ADV item 7.B.(1), in the SEC's file of November 2, 2026. The adviser with the most is Gener8tor Management, LLC.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 36Advisers
- 181Private funds
- 17Exempt reporting advisers
- $27.4 billionGross assets of private funds
- November 2, 2026File date
Advisers by private funds
Ranked by the number of private funds the adviser reports in Form ADV item 7.B.(1). Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Gener8tor Management, LLC | Madison | WI | 31 | Not listed | Not listed | 31 | Not listed | $110.4 million | Not listed | adviserinfo.sec.gov |
| Northwestern Mutual Investment Management Company, LLC | Milwaukee | WI | 25 | Not listed | 16 | Not listed | Not listed | $5.05 billion | $323.08 billion | adviserinfo.sec.gov |
| National Investment Services of America, LLC | Milwaukee | WI | 12 | 4 | Not listed | Not listed | Not listed | $7.73 billion | $16.25 billion | adviserinfo.sec.gov |
| Baird Capital Management Company, LLC | Milwaukee | WI | 11 | Not listed | 11 | Not listed | Not listed | $1.25 billion | $737.9 million | adviserinfo.sec.gov |
| Endowment Wealth Management, Inc. | Appleton | WI | 11 | Not listed | 4 | 7 | Not listed | $93.5 million | $609.2 million | adviserinfo.sec.gov |
| Artisan Partners Limited Partnership | Milwaukee | WI | 10 | 9 | 1 | Not listed | Not listed | $2.95 billion | $183.62 billion | adviserinfo.sec.gov |
| Healthx Management, LLC | Madison | WI | 9 | Not listed | Not listed | 9 | Not listed | $173.6 million | Not listed | adviserinfo.sec.gov |
| Venture Investors LLC | Madison | WI | 8 | Not listed | Not listed | 8 | Not listed | $212.4 million | Not listed | adviserinfo.sec.gov |
| Trustage Investment Management | Madison | WI | 6 | Not listed | 6 | Not listed | Not listed | $3.03 billion | $39.46 billion | adviserinfo.sec.gov |
| Hammes Realty Advisors, LLC | Milwaukee | WI | 5 | 2 | Not listed | Not listed | 3 | $2.24 billion | $2.02 billion | adviserinfo.sec.gov |
| Mason Wells, Inc. | Milwaukee | WI | 4 | Not listed | 4 | Not listed | Not listed | $1.42 billion | $1.42 billion | adviserinfo.sec.gov |
| Skylands Capital, LLC | Milwaukee | WI | 4 | 4 | Not listed | Not listed | Not listed | $652.6 million | $746.5 million | adviserinfo.sec.gov |
| American Family Ventures | Madison | WI | 4 | Not listed | Not listed | 4 | Not listed | $461.3 million | Not listed | adviserinfo.sec.gov |
| Character Capital LLC | Milwaukee | WI | 4 | Not listed | Not listed | 4 | Not listed | $113.4 million | Not listed | adviserinfo.sec.gov |
| Robert W. Baird & Co. Incorporated | Milwaukee | WI | 3 | 1 | Not listed | Not listed | Not listed | $527.7 million | $394.07 billion | adviserinfo.sec.gov |
| Black Maple Capital Management LP | Milwaukee | WI | 3 | 3 | Not listed | Not listed | Not listed | $197.7 million | $352.9 million | adviserinfo.sec.gov |
| Racon Capital | Milwaukee | WI | 3 | Not listed | 1 | Not listed | Not listed | $59.8 million | Not listed | adviserinfo.sec.gov |
| Idea Fund Venture Management, LLC | LA Crosse | WI | 3 | Not listed | Not listed | 3 | Not listed | $39.4 million | Not listed | adviserinfo.sec.gov |
| Operose Advisors LLC | Milwaukee | WI | 3 | Not listed | 1 | Not listed | 2 | $25.6 million | $2.06 billion | adviserinfo.sec.gov |
| Baird Venture Partners Management Company IV, LLC | Milwaukee | WI | 2 | Not listed | 2 | Not listed | Not listed | $228.5 million | $252.1 million | adviserinfo.sec.gov |
| Baird Venture Partners Management Company V, LLC | Milwaukee | WI | 2 | Not listed | 2 | Not listed | Not listed | $179.2 million | $195.2 million | adviserinfo.sec.gov |
| Titletowntech Ventures LLC | Green Bay | WI | 2 | Not listed | Not listed | 2 | Not listed | $95.4 million | Not listed | adviserinfo.sec.gov |
| NVNG Investment Advisors, LLC | Madison | WI | 2 | Not listed | Not listed | 1 | Not listed | $56.8 million | Not listed | adviserinfo.sec.gov |
| Baird Venture Partners Management Company III, LLC | Milwaukee | WI | 2 | Not listed | 2 | Not listed | Not listed | $1.1 million | $1.3 million | adviserinfo.sec.gov |
| MLG Fund Manager LLC | Brookfield | WI | 1 | Not listed | Not listed | Not listed | 1 | $143.6 million | $143.6 million | adviserinfo.sec.gov |
| Capital Midwest Advisors III | Mequon | WI | 1 | Not listed | Not listed | 1 | Not listed | $86.4 million | Not listed | adviserinfo.sec.gov |
| CVC Manager, LLC | Milwaukee | WI | 1 | Not listed | Not listed | 1 | Not listed | $79.1 million | Not listed | adviserinfo.sec.gov |
| Generation Growth Capital Partners III, LLC | Milwaukee | WI | 1 | Not listed | 1 | Not listed | Not listed | $48.8 million | Not listed | adviserinfo.sec.gov |
| Prescient Capital Management, LLC | Delafield | WI | 1 | Not listed | Not listed | Not listed | Not listed | $39.8 million | Not listed | adviserinfo.sec.gov |
| Generation Growth Capital Partners IV, LLC | Milwaukee | WI | 1 | Not listed | 1 | Not listed | Not listed | $35 million | Not listed | adviserinfo.sec.gov |
| Capital Midwest Advisors II, LLC | Mequon | WI | 1 | Not listed | Not listed | 1 | Not listed | $27.3 million | Not listed | adviserinfo.sec.gov |
| Rock River Capital Partners, LLC | Madison | WI | 1 | Not listed | Not listed | 1 | Not listed | $26.5 million | Not listed | adviserinfo.sec.gov |
| Sugar Maple Asset Management, LLC | Sister Bay | WI | 1 | 1 | Not listed | Not listed | Not listed | $10 million | $291.5 million | adviserinfo.sec.gov |
| Global Value Investment Corporation | Milwaukee | WI | 1 | 1 | Not listed | Not listed | Not listed | $347,719 | $225.6 million | adviserinfo.sec.gov |
| BT Rei Manager, LLC | Madison | WI | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Leach, Bickmore & Weiss Wealth Management, LLC | Madison | WI | 1 | 1 | Not listed | Not listed | Not listed | Not listed | $115.3 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.