Significance Capital Management LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 331940
- Registered since
- May 15, 2026
- Website
- www.significancecapital.com
- 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 an institutional registered investment adviser organized as an LLC. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses as well as for investment companies. The adviser does not position itself as an active ESG investor and is not identified as a multi‑state or pension consultant firm in the filing. The firm is owned by an individual and is classified as an institutional RIA. The SEC registration year recorded in the filing is 2026.
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
2 of 2
Gery Sadzewicz
Chief Executive OfficerCRD 1090963

Ryan Isherwood
Founder and CIOCRD 4622787
Contacts
2 of 2Michael Klenn
Co-Portfolio ManagerCRD 7127360

Dillon Hoover
Co-Portfolio ManagerCRD 5849473
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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