The WISCONSIN CAPITAL MANAGEMENT is a privately held investment adviser that advises $265.29mn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. WISCONSIN CAPITAL MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 12.18% over the last 5-years.
The Group has been registered with the SEC for 29.52 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 8020 EXCELSIOR DRIVE STE. 402, MADISON, WISCONSIN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 2 investment and 3 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $265.29mn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $113.48mn or 42.77% of Total Assets and Investment Companies (IC) own $100.3mn or 37.81% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 66.5% and 33.5% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
WISCONSIN CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.