Sugar Maple Asset Management, LLC
● SEC registered since 2022CRD 282632SEC# 801-126457Sister Bay, WI
Ranks #4,618 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$291.5M
Fund GAV
$10M
Private funds
1
Employees
3
Accounts
210
Location
Sister Bay, WI
Sugar Maple Asset Management, LLC assets under management
Sugar Maple Asset Management, LLC is an SEC-registered investment adviser based in Sister Bay, WI. The firm has been registered since 2022. It reports $291.5 million in regulatory assets under management and employs 3 people. Sugar Maple Asset Management, LLC manages 1 private fund with combined gross assets of $10 million, including Cavu Private Opportunity Fund, LLC. By regulatory assets, it ranks 4,618 of 6,004 private fund managers.
Sugar Maple Asset Management, LLC private funds
1 funds · $10M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cavu Private Opportunity Fund, LLC | Hedge | $10M | $250K |
Sugar Maple Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Paul Schwab Control | President And Chief Compliance Officer | 50-75% | 2016 |
| Terrence Michael Jack Control | Chief Investment Officer | 50-75% | 2016 |
Frequently asked questions
How much does Sugar Maple Asset Management, LLC manage?
Sugar Maple Asset Management, LLC reports $291.5 million in regulatory assets under management on its Form ADV.
How many private funds does Sugar Maple Asset Management, LLC manage?
Sugar Maple Asset Management, LLC manages 1 private funds with combined gross assets of $10 million.
How many employees does Sugar Maple Asset Management, LLC have?
Sugar Maple Asset Management, LLC reports 3 employees.
Where is Sugar Maple Asset Management, LLC located?
Sugar Maple Asset Management, LLC is based in Sister Bay, WI and has been SEC-registered since 2022.
Does Sugar Maple Asset Management, LLC disclose fund performance?
Sugar Maple Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2580 S Bay Shore Drive, Suite C, Sister Bay, WI 54234 |
| Phone | 9205854985 |
| Office hours | 8:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2012673 |
| Discloses disciplinary history | No |
Regulatory AUM
$291.5M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
AUM vs fund managersTop 77%
Larger than 23% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$291.5Mregulatory AUM
Discretionary $291.5M