Blackhorn Partners
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
R.philip Petrowski
Founder and Senior PartnerCRD 4162606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Googins Advisors, Inc.
RIAMiddleton, WI
Jacobson & Schmitt Advisors, LLC
RIAMiddleton, WI
Trinity Financial Planning
RIAMiddleton, WI
Milestone Investment Advisors, LLC
RIAMiddleton, WI
Canopy Wealth Management
RIAMiddleton, WI
Apex Fiduciary Advisors LLC
RIAMiddleton, WI