Park Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, WI. Its latest Form ADV filing, dated March 6, 2026, reports $868M in regulatory assets under management, 9 employees, and 1,853 accounts.
Assets Under Management
$868M
Employees
9
Offices
--
Total Clients
625
Primary office
MADISON, WI
1601 GREENWAY CROSS, SUITE 201, MADISON, WI, United States
Top client segmentIndividuals represent 75.2% of total clients.
Top client categories% of clientsClients
1
Individuals
75.2%
470
2
HNWI
13.9%
87
3
Pension Plans
7.4%
46
4
Corporations
2.4%
15
5
Charitable
1.0%
6
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$868Mas of March 6, 2026
Discretionary99.0%
$859M
99% of total RAUM99.0%
Non-discretionary1.0%
$9M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$868M
Total Accounts1,853
10Y AUM Change+$740M (+577.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee69:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.