CRD: 331940
Significance Capital Management LLC
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-17-2024
- Office Locations
- 3
Office Locations
About Significance Capital Management LLC
Significance Capital Management LLC is a Milwaukee-based, retail-focused registered investment adviser providing portfolio construction and ongoing investment management. Public filings indicate portfolios are primarily implemented with ETFs, with additional use of mutual funds and cash. The firm also references fixed income, real estate and hedge fund exposure where appropriate, and custodies client assets at Charles Schwab and U.S. Bank.
Team overview
Insights
Asset Classes
Investment Vehicles
Services
Owner & Executives
Ryan Isherwood
Managing Member, President
- CRD
- #4622787
- Ownership
- 50% but less than 75%
Michael Klenn
--
- CRD
- #7127360
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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DILLON KENDALL HOOVER
--
- CRD
- #5849473
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,835,474 | $958,869 |
| Non-Discretionary | $0 | -- |
| Total | $3,835,474 | $958,869 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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