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Park Capital Management, LLC

● SEC registered since 2019CRD 158965SEC# 801-115013Madison, WI
Export (members)
Reg. AUM
$868M
Employees
9
Accounts
1,853
Location
Madison, WI

Park Capital Management, LLC assets under management

Park Capital Management, LLC is an investment advisory firm registered with the SEC based in Madison, WI. The firm has been registered since 2019. It reports $868 million in regulatory assets under management and employs 9 people.

Park Capital Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Christopher Gary KleineChief Compliance OfficerUnder 5%2022
Clinton Lee Bauch ControlMember/Ceo/President25-50%2012
Hausmann-Johnson Insurance ControlMember25-50%2012
John Paul FriarMemberUnder 5%2019
The Park Bank, Inc ControlMember25-50%2017
Igeniumprime, Inc. ControlOwnerOver 75%2017
James A Senty ControlOwnerOver 75%1983
Park Bancorporation, Inc ControlOwnerOver 75%1983

Frequently asked questions

How much does Park Capital Management, LLC manage?

Park Capital Management, LLC reports $868 million in regulatory assets under management on its Form ADV.

How many employees does Park Capital Management, LLC have?

Park Capital Management, LLC reports 9 employees.

Where is Park Capital Management, LLC located?

Park Capital Management, LLC is based in Madison, WI and has been SEC-registered since 2019.

Does Park Capital Management, LLC disclose fund performance?

Park Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1601 Greenway Cross, Suite 201, Madison, WI 53713
Phone608-440-8608
Office hours8a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$868M▲ 18%
Mar '25 — $732.8MApr '25 — $732.8MMay '25 — $732.8MJun '25 — $732.8MJul '25 — $732.8MAug '25 — $732.8MSep '25 — $732.8MOct '25 — $732.8MNov '25 — $732.8MDec '25 — $732.8MJan '26 — $732.8MFeb '26 — $732.8MMar '26 — $868MApr '26 — $868MMay '26 — $868MJun '26 — $868MJul '26 — $868M
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 36%
Larger than 64% of 16,306 advisers
EmployeesTop 43%
More than 57% of 16,824 advisers

Assets under management

$868Mregulatory AUM
Discretionary $859MNon-discretionary $8.9M