BLACKHORN PARTNERS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
0

Firm details

Headquarters
Middleton, Wisconsin
CRD number
342294
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Blackhorn Partners is structured as a limited liability company that provides advisory services centered on financial planning and discretionary portfolio management for individuals and small businesses. The firm also performs manager selection, acting as a capital allocator that outsources at least part of its implementation to other advisers rather than relying solely on in‑house asset management. Its stated fee arrangements include percentage-of-AUM billing as well as fixed fees. Public materials indicate the firm does not describe itself as an active ESG investor. Administrative characteristics reported include being a single-state adviser (not multi-state) and not a pension consultant or related adviser. The year of SEC registration is not reported.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Middleton, WI

DANE

Location

Middleton, WI

Headquartered in Middleton, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
DANE
Address
7800 Discovery Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth