SIGNIFICANCE CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- MILWAUKEE, Wisconsin
- CRD number
- 331940
- Registered since
- May 15, 2026
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Significance Capital Management LLC is a privately held limited liability company that provides portfolio management services to institutions and to individuals/small businesses, as well as investment companies. The firm charges fees as a percentage of assets under management. It is organized under individual ownership and is not identified as a multi-state adviser, pension consultant, capital allocator, or active ESG investor. SEC registration year is not listed in the available record.
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
- Exchange Traded Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Ryan Isherwood
Founder and CIOCRD 4622787
Contacts
2 of 2GERY SADZEWICZ
CCOCRD 1090963
Michael Klenn
Co-Portfolio ManagerCRD 7127360
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 250 E Wisconsin Ave
- Time zone
- CT (UTC-6)
- Office locations
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