Black & White Investment Management LLC
RIAState Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$203K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 130844
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.36%
- Individuals31.64%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Black & White Investment Management LLC is an independent, Wisconsin-registered LLC that provides portfolio management for individuals and small businesses. The firm is owner-operated and charges fees as a percentage of assets under management. Its client base is concentrated among individual and family relationships rather than institutional mandates. The firm does not report active ESG investing and is not structured as a multi-state adviser or capital allocator.
Assets & Accounts
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
- Private Funds90%
- Cash & Cash Equivalents8%
- Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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