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Building 2PARK CAPITAL MANAGEMENT, LLC

Map pinMADISON, WI
Phone608-440-8608
NotebookSEC #801-115013
Total AUM
$868M
Employees
9
Clients
625

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1601 GREENWAY CROSS
SUITE 201
MADISON
WI 53713
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
608-440-8608

ReceiptFinancials

Total AUM
$868M
Accounts
1,853
Discretionary
$859M
Accounts
1,792
Non-Discretionary
$8.9M
Accounts
61

ContactClients

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Individual Clients
470
AUM
$187.7M
HNW Individual Clients
87
AUM
$304.5M
Pension/Profit Sharing Plan Clients
46
AUM
$335.3M
Charitable Organization Clients
6
AUM
$21.7M
Insurance Company Clients
1
AUM
$1.4M
Corporation or Business Clients
15
AUM
$17.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMNOHTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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