Operose Advisors LLC
● SEC registered since 2020CRD 287465SEC# 801-118313Milwaukee, WI
Ranks #2,163 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.04B
Fund GAV
$205K
Private funds
2
Employees
20
Accounts
1,655
Location
Milwaukee, WI
Operose Advisors LLC assets under management
Operose Advisors LLC is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 2020. It reports $2 billion in regulatory assets under management and employs 20 people. Operose Advisors LLC manages 2 private funds with combined gross assets of $204,518, including Operose Capital Private Equity I LP, LLC. By regulatory assets, it ranks 2,163 of 6,004 private fund managers.
Operose Advisors LLC private funds
2 funds · $205K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Operose Capital Private Equity I LP, LLC | Private Equity | $205K | $250K |
| Operose Capital Real Estate I LP, LLC | Real Estate | — | $250K |
Operose Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Mary Nowaczynski Control | Chief Operating Officer, Partner | Under 5% | 2023 |
| Beulah Holdings LLC Control | Sole Member | Over 75% | 2017 |
| Caroline Probst Jankowski Control | Chief Compliance Officer, Partner | Under 5% | 2019 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Operose Advisors LLC manage?
Operose Advisors LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many private funds does Operose Advisors LLC manage?
Operose Advisors LLC manages 2 private funds with combined gross assets of $204,518.
How many employees does Operose Advisors LLC have?
Operose Advisors LLC reports 20 employees.
Where is Operose Advisors LLC located?
Operose Advisors LLC is based in Milwaukee, WI and has been SEC-registered since 2020.
Does Operose Advisors LLC disclose fund performance?
Operose Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 731 North Water Street, Suite 790, Milwaukee, WI 53202 |
| Phone | 414-209-3280 |
| Fax | 414-209-3299 |
| Office hours | 8:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1909750 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.04B▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
AUM vs fund managersTop 36%
Larger than 64% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$2.04Bregulatory AUM
Discretionary $1.49BNon-discretionary $545M
Fund type mix
Private Equity1
Real Estate1
Service providers
Custodian
Administrator