Significance Capital Management LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 331940
- Registered since
- May 15, 2026
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Significance Capital Management LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals/small businesses and for investment companies among its advisory activities. It identifies an institutional client base, does not self-report as an active ESG investor, and is not designated as a pension consultant, related adviser, or multi-state adviser on its filings. Ownership is listed as individual.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Gery Sadzewicz
Chief Executive OfficerCRD 1090963

Ryan Isherwood
Founder and CIOCRD 4622787
Contacts
2 of 2
Dillon Hoover
Co-Portfolio ManagerCRD 5849473
Michael Klenn
Co-Portfolio ManagerCRD 7127360
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 250 E Wisconsin Ave
- Time zone
- CT (UTC-6)
- Office locations
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