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SUGAR MAPLE ASSET MANAGEMENT, LLC
CRD 282632 · SEC 801-126457
2580 S BAY SHORE DRIVE, SUITE C, SISTER BAY, WI, 54234, United States
Phone
9205854985
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$291.5M
Discretionary AUM
$291.5M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $54.8M |
| High net worth individuals | 42 | $220.5M |
| Pooled investment vehicles | 1 | $10.0M |
| Charitable organizations | 3 | $225K |
| Corporations/business entities | 2 | $6.0M |
States served
WI, TX
All web addresses on file
Official SEC filing: View on IAPD