Investment adviser · CRD 145810
TIMPANI CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed Mar 28, 2019
- Regulatory AUM
- $507M Form ADV · Item 5.F
- Client accounts
- 13 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 3 | $311,169,507 | 61.3% |
| Retirement plans | 1 | $147,851,594 | 29.1% |
| Pooled investment vehicles | 1 | $33,444,212 | 6.6% |
| Corporations & businesses | 1 | $7,589,137 | 1.5% |
| Charities | 1 | $4,797,382 | 0.9% |
| High-net-worth individuals | 5 | $2,464,511 | 0.5% |
| Other investment advisers | 4 | Not reported | Not reported |
Filing source
Form ADV 1287800 · Mar 28, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2019. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
10850 WEST PARK PLACE, SUITE 1020MILWAUKEE, WI, 53224, United States
CRD 145810
Filing source
Form ADV 1287800 · Mar 28, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.