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Building 2TIMPANI CAPITAL MANAGEMENT LLC

Map pinMILWAUKEE, WI
Phone414-359-0500
NotebookSEC #801-68625
Total AUM
$507.3M
Employees
9
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10850 WEST PARK PLACE
SUITE 1020
MILWAUKEE
WI 53224
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
414-359-0500

ReceiptFinancials

Total AUM
$507.3M
Accounts
13
Discretionary
$507.3M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
5
AUM
$2.5M
Investment Company Clients
3
AUM
$311.2M
Pooled Vehicle Clients
1
AUM
$33.4M
Pension/Profit Sharing Plan Clients
1
AUM
$147.9M
Charitable Organization Clients
1
AUM
$4.8M
Investment Advisor Clients
4
AUM
$0
Corporation or Business Clients
1
AUM
$7.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL PORTFOLIO RECOMMENDATIONS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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