Timpani Capital Management LLC is a large advisory firm based in Milwaukee. It manages $507.32 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Illinois and Wisconsin.
Timpani Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and model portfolio recommendations. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Timpani Capital Management LLC is $507.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 50632% since the beginning of its operation, and $131.25 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Timpani Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Timpani Capital Management is investment companies with 3 clients and $311.17 million of assets under management. Among the 6 most similar advisory firms, Timpani Capital Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $507.32 million for 12 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 18% of the firm’s clients are foreign persons or businesses.
Timpani Capital Management doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Timpani Capital Management LLC performs its advisory services is located at 10850 West Park Place, Milwaukee, WI 53224 The mailing address of the firm is 400 Skokie Blvd, Northbrook, IL 60062 7905. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 414-359-0500 or by fax 414-376-5576. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at timpanicapital.com/.