B
CRD: 130844
Black & White Investment Management LLC
Waukesha, WI
2624429306
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-18-2005
- Office Locations
- 1
Office Locations
-- Waukesha WI
About Black & White Investment Management LLC
Black & White Investment Management LLC is a Waukesha-based RIA. The firm has been operating for 21 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$337.7K AVG AUM / CLIENT
21.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Owner & Executives
R
ROBERT ADAM WACHENDORF
--
- CRD
- #4862831
- Ownership
- 75% or more
(315) 798-4965
glacier.element@valuecapital.com
in linkedin.com/in/north-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,025,943 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,025,943 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,025,943
Private Funds:
44.4% Cash:
28.9% Equity - Exchange:
26.7% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,719,736,625 | 44.4% |
| Cash | $1,119,378,119 | 28.9% |
| Equity - Exchange | $1,034,165,943 | 26.7% |
| Total | $3,873,280,687 | 100.0% |