Overview
Assets Under Management: $348 million
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 122
Average Client Assets: $3 million
Frequently Asked Questions
ARCATAUR CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124663), ARCATAUR CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
ARCATAUR CAPITAL MANAGEMENT LLC is headquartered in MILWAUKEE, WI.
ARCATAUR CAPITAL MANAGEMENT LLC serves 122 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, ARCATAUR CAPITAL MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ARCATAUR CAPITAL MANAGEMENT LLC manages $348 million in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, ARCATAUR CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 697
Discretionary Accounts: 697
Regulatory Filings
CRD Number: 124663
Last Filing Date: 2024-03-13 00:00:00
Website: https://arcataur.com