ARCATAUR CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 124663
- Registered since
- June 15, 2015
- Website
- www.arcataur.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.11%
- Corporations / Businesses6.43%
- Individuals6.25%
- Charitable Organizations3.39%
- Pension & Profit Sharing Plans1.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Arcataur Capital Management LLC is a privately owned, SEC‑registered investment adviser that focuses on discretionary portfolio management for both individuals and institutions. The firm charges clients a percentage of assets under management and organizes client relationships around managed accounts rather than brokerage-first models. Its regulatory filings indicate a preference for public funds and exchange‑traded funds as the backbone of client portfolios, supplemented by direct equity positions. Investment activity and public filings point to a core‑ETF approach: broad market ETFs form the bulk of risk exposure while individual stock positions are used more selectively. Arcataur does not market itself as an ESG‑focused manager, and it is not listed as a pension consultant or a multi‑state adviser in its public disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities12%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds9%
- US Government Bonds5%
Contacts
3 of 8SCOTT TURZA
Investment AssociateCRD 5793369
JILL GRUENINGER
Vice President, InvestmentsCRD 1692614
MARTIN MOSER
Vice PresidentCRD 2659376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$307M in ETFs
96%
$294M
0%
$13.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $96.4M | 147,632 | 31.39% |
Location
MILWAUKEE, WI
MILWAUKEE
Location
MILWAUKEE, WI
Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- MILWAUKEE
- Address
- 826 N Plankinton Ave
- Time zone
- CT (UTC-6)
- Office locations
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