Blackhorn Partners
Firm details
- Headquarters
- Middleton, Wisconsin
- CRD number
- 342294
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Blackhorn Partners is organized as a limited liability company owned by an individual and functions as an advisor and capital allocator focused on private client work. Its publicly reported advisory services center on financial planning, direct portfolio management for individuals and small businesses, and the selection of other investment advisers. The firm charges clients both a percentage of assets under management and fixed fees. FINTRX flags Blackhorn Partners as a single-state adviser that is not positioned as an ESG-focused manager, not a pension consultant, and not a related adviser to another firm. The SEC registration year is not listed in the available profile. Blackhorn Partners’ classification in the source data is unclassified, which, combined with the firm’s emphasis on selecting other advisers and serving smaller account relationships, suggests a hybrid model: it provides hands-on planning and portfolio oversight for individual clients while delegating or outsourcing portions of active investment management to third-party managers when appropriate.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
R.philip Petrowski
Founder and Senior PartnerCRD 4162606
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Middleton, WI
Dane
Location
Middleton, WI
Headquartered in Middleton, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 7800 Discovery Dr
- Time zone
- CT (UTC-6)
- Office locations
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