Thompson Investment Management, Inc.
● SEC registered since 2003CRD 129609SEC# 801-62562Madison, WI
Reg. AUM
$3.08B
Employees
17
Accounts
941
Location
Madison, WI
Thompson Investment Management, Inc. assets under management
Thompson Investment Management, Inc. is an investment advisory firm registered with the SEC based in Madison, WI. The firm has been registered since 2003. It reports $3.1 billion in regulatory assets under management and employs 17 people.
Thompson Investment Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colleen E Donnelly Control | Chief Compliance Officer | Under 5% | 2022 |
| James Thomas Evans Control | Chief Investment Officer | 25-50% | 2009 |
| Jason Lee Stephens Control | Chief Executive Officer | 25-50% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Thompson Investment Management, Inc. manage?
Thompson Investment Management, Inc. reports $3.1 billion in regulatory assets under management on its Form ADV.
How many employees does Thompson Investment Management, Inc. have?
Thompson Investment Management, Inc. reports 17 employees.
Where is Thompson Investment Management, Inc. located?
Thompson Investment Management, Inc. is based in Madison, WI and has been SEC-registered since 2003.
Does Thompson Investment Management, Inc. disclose fund performance?
Thompson Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1255 Fourier Drive, Suite 200, Madison, WI 53717 |
| Phone | 608-827-5700 |
| Fax | 608-827-7300 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1277279 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.08B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$3.08Bregulatory AUM
Discretionary $3.08B