BLACKHAWK CAPITAL PARTNERS, LLC
Adviser information for BLACKHAWK CAPITAL PARTNERS, LLC last updated from Form ADV on March 13th, 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 | 9 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 668 | $244.1M |
| Non-Discretionary | 3 | $1,491 |
| Total | 671 | $244.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 97 | $20.0M |
| HNW Individuals | 139 | $195.3M |
| 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 | 20 | $16.5M |
| Charitable organizations | 0 | $0 |
| 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 | 15 | $12.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCommissionsTECHNOLOGY PLATFORM FEE $12.50 PER QUARTER |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-81107 |
|---|---|
| SEC ERA File Number | 801-81107 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158020 |
| Legal Entity Identifier | None |
Principal Office
167 S. MAIN STREETTHIENSVILLE
WI
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 262-242-4487, Fax: 262-242-9089
Chief Compliance Officer
DONALD WILLIAM TENDICK III
VICE PRESIDENT
167 S. MAIN STREET
THIENSVILLE
WI
United States
Tel:
262-242-4487
T****@********************M
(Full email address available in API data)
Regulatory Contact
KEVIN PERLBERG
PRESIDENT
167 S. MAIN STREET
THIENSVILLE
WI
United States
Tel:
262-242-4487
K****@********************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 |
|---|---|---|---|---|---|
| PERLBERG, KEVIN, BLAKE | Individual | – | MANAGING MEMBER | 05/2011 | > 75% |
| TENDICK, DONALD, WILLIAM | Individual | – | VICE-PRESIDENT/ CHIEF COMPLIANCE OFFICER | 05/2011 | 10-25% |