OPEROSE ADVISORS LLC
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 287465
- Registered since
- March 30, 2020
- Website
- www.operoseadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.89%
- Charitable Organizations13.55%
- Corporations / Businesses5.38%
- Other5.25%
- Individuals1.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Operose Advisors LLC is an independent, SEC-registered investment adviser organized as an LLC and active since 2020. The firm serves both individual and family clients as well as institutional investors, operating as a capital allocator that combines discretionary portfolio management, financial planning, and selection/oversight of outside managers. Fee arrangements include percentage-of-AUM and fixed fees. Operose lists ESG integration among its investment practices and acts in several advisory capacities, including managing portfolios for pooled investment vehicles and serving as a sponsor or managing member of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds61%
- Private Funds15%
- Exchange Traded Equities13%
- Cash & Cash Equivalents6%
- US Government Bonds3%
Owners & executives
1 of 1CAROLINE JANKOWSKI
Partner & Chief Compliance OfficerCRD 4944790
Contacts
3 of 14JASON KAUSALIK
Vice PresidentCRD 6325369
MICHAEL SHONE
DirectorCRD 732323
Patrick Weyer
DirectorCRD 6741217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 263Active vs passive
$367M in ETFs
83%
$304M
1%
$62.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $79.1M | 246,443 | 21.55% |
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
- 731 N Water St
- Time zone
- CT (UTC-6)
- Office locations
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