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1492 CAPITAL MANAGEMENT, LLC
CRD 148566 · SEC 801-70447
111 EAST WISCONSIN AVENUE, SUITE 1300, MILWAUKEE, WI, 53202, United States
Phone
414-276-1492
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$274.6M
Discretionary AUM
$274.6M
Team
5 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; A PERCENTAGE OF AUM FROM PERSONS RECEIVING MODEL PORTFOLIOS
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)MODEL PORTFOLIO DELIVERY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.8M |
| High net worth individuals | 74 | $153.8M |
| Charitable organizations | 9 | $32.9M |
| Corporations/business entities | 4 | $84.2M |
States served
PA, WI
All web addresses on file
Official SEC filing: View on IAPD