$452.0M Total AUM
$450.8M Disc. AUM
23.7% 3Y CAGR
6 Employees
342 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Oak
- Established Date
- 07-15-2011
- Office Locations
- 4
Office Locations
167 S. Main Street Thiensville WI
21020 N. Pima Road Scottsdale AZ
21090 N. Pima RD Scottsdale AZ
About Blackhawk Capital Partners, LLC
Blackhawk Capital Partners is a wealth management and financial planning firm with 30+ years advising private wealth. The team serves physicians, business owners, and affluent individuals and families, pairing strategy and collaboration with ongoing portfolio management. Investment implementation emphasizes diversified public markets, including ETFs and fixed income; client assets are custodied at Charles Schwab & Co.
Team overview
48 AVG AGE
$75.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Meridian Signal Value Alpha Catalyst optima Zenith Legacy signal Prime fusion Focus crest
Client Personas
Pathway Zenith
Custodian
Legacy zenith Zenith Horizon Crest
Investment Themes
Horizon Pioneer Bridge Matrix oak
Investment Vehicles
Bridge
Platform
Ridge value
Services
Atlas vital Radial Crest Wave Peak focus Radial wave Pathway glacier Crest Pioneer Vertex
Technology
Pioneer quantum
Owner & Executives
K
KEVIN BLAKE PERLBERG
Managing Member, Registered Representative
- CRD
- #1424365
- Ownership
- 75% or more
(471) 357-9643
meridian.vector@vectorcapital.com
in linkedin.com/in/ember-oak
D
DONALD WILLIAM TENDICK III
Chief Compliance Officer, Partner, Vice President
- CRD
- #4456078
- Ownership
- 10% but less than 25%
(328) 912-1669
beacon.harbor@vertexcapital.com
in linkedin.com/in/peak-quantum
Showing 2 of 2 owners & executives
Unlock allContacts
S
SUSAN SHOKES BROUSSEAU
Wealth Advisor
- CRD
- #1020604
(803) 786-4936
delta.frontier@radialcapital.com
in linkedin.com/in/north-element
Mario James DiVenere
--
- CRD
- #7568921
(453) 514-8287
wave.capital@pathwaycapital.com
in linkedin.com/in/focus-eagle
V
Value element
Meridian element
- CRD
- #10252
(225) 350-7903
summit.frontier@wavecapital.com
in linkedin.com/in/pathway-bridge
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $450,805,814 | $540,535 |
| Non-Discretionary | $1,218,811 | $609,406 |
| Total | $452,024,625 | $540,699 |
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Separately Managed Accounts
Total SMA Asset: $452,024,625
Equity - Exchange:
5.6% Public Funds:
11.2% Corporate - Investment Grade:
16.0% U.S. Government/Agency:
18.3% Cash:
6.9% Municipal Bonds:
15.0% Equity - OTC:
27.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $377,846,307 | 5.6% |
| Public Funds | $755,692,615 | 11.2% |
| Corporate - Investment Grade | $1,079,560,879 | 16.0% |
| U.S. Government/Agency | $1,234,747,755 | 18.3% |
| Cash | $465,560,629 | 6.9% |
| Municipal Bonds | $1,012,088,324 | 15.0% |
| Equity - OTC | $1,821,758,982 | 27.0% |
| Total | $6,747,255,491 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS HARBOR | NORTH PEAK | VN13OG32W | NUTGD | 10.35% | $46,133,270 |
| FOCUS BRIDGE | INSIGHT PEAK | FMBZNDNON | AAX | 5.24% | $35,071,802 |
| MOMENTUM MOMENTUM | WAVE DELTA | IUR3JH5OA | NLRJL | 11.60% | $90,497,585 |
| VECTOR FUSION | EMBER BRIDGE | 89WKCOT1L | SQAI | 9.34% | $103,883,059 |
| ZENITH CATALYST EAGLE | MATRIX GLACIER | 63FRQJHF2 | XTXQ | 10.92% | $29,428,467 |
| NORTH FOUNDATION SUMMIT | PIONEER BEACON | 9W0UIWJLN | LKM | 12.12% | $4,868,247 |
| FOUNDATION CAPITAL | UNISON QUANTUM | YQ46ULI5J | LSE | 5.61% | $43,921,683 |
| VECTOR BRIDGE TIMBER | ALPHA OPTIMA | FMQHBFT79 | VOH | 12.00% | $70,095,524 |