CUSHING CAPITAL PARTNERS, LLC
Adviser information for CUSHING CAPITAL PARTNERS, LLC last updated from Form ADV on January 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wisconsin, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 634 | $186.1M |
| Non-Discretionary | 12 | $22.5M |
| Total | 646 | $208.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 106 | $27.8M |
| HNW Individuals | 95 | $177.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $137,411 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $3.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 162.5M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| CUSHING CAPITAL WRAP FEE PROGRAM | CUSHING CAPITAL PARTNERS, LLC |
Identifiers
| SEC RIA File Number | 801-120953 |
|---|---|
| SEC ERA File Number | 801-120953 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313497 |
| Legal Entity Identifier | None |
Principal Office
417 GENESEE STREETDELAFIELD
WI
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 262-256-0590, Fax: None
Chief Compliance Officer
MATTHEW OTTUSCH
MANAGING PARTNER
417 GENESEE STREET
DELAFIELD
WI
United States
Tel:
262-256-0589
M***@*************M
(Full email address available in API data)
Regulatory Contact
JACOB MAYER
MANAGING PARTNER
417 GENESEE STREET
DELAFIELD
WI
United States
Tel:
262-256-0588
J***@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| OTTUSCH, MATTHEW, JAMES | Individual | – | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | 03/2021 | < 5% |
| MAYER, JACOB, STEVEN | Individual | – | MANAGING PARTNER | 03/2021 | < 5% |
| MJO CONSULTING, LLC | Domestic Entity | – | OWNER | 03/2021 | 50-75% |
| MAYER CAPITAL, LLC | Domestic Entity | – | OWNER | 03/2021 | 50-75% |
| OTTUSCH, MATTHEW, JAMES | Individual | MJO CONSULTING, LLC | MEMBER | 03/2021 | > 75% |
| MAYER, JACOB, STEVEN | Individual | MAYER CAPITAL, LLC | MEMBER | 03/2021 | > 75% |