Blackhorn Partners

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • R.philip Petrowski

    R.philip Petrowski

    Founder and Senior PartnerCRD 4162606

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth