VOYAGER CAPITAL MANAGEMENT, LLC
Adviser information for VOYAGER CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 12th, 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 | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 243 | $196.1M |
| Non-Discretionary | 29 | $6.2M |
| Total | 272 | $202.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 202 | $71.7M |
| HNW Individuals | 64 | $128.2M |
| 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 | <5 | $1.8M |
| Charitable organizations | <5 | $623,354 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-62694 |
|---|---|
| SEC ERA File Number | 801-62694 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 124697 |
| Legal Entity Identifier | None |
Principal Office
875 TOWNLINE RD.SUITE 100
LAKE GENEVA
WI
United States
Monday - Friday, 8:00 A.M. TO 4:30 P.M.
Tel: 262-348-9981, Fax: 262-348-9982
Chief Compliance Officer
ROBERT ANDERSON
PRINCIPAL
875 TOWNLINE ROAD, SUITE 100
LAKE GENEVA
WI
United States
Tel:
262-348-9981
Fax:
262-348-9982
R**@******************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 |
|---|---|---|---|---|---|
| ANDERSON, ROBERT, JAY | Individual | – | OWNER AND CHIEF COMPLIANCE OFFICER | 06/2003 | > 75% |
| NICKELSEN, RACHAEL, ANN | Individual | – | PRINCIPAL | 08/2023 | < 5% |