Sugar Maple Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sister Bay, WI. Its latest Form ADV filing, dated March 11, 2026, reports $292M in regulatory assets under management, 3 employees, 1 office, and 210 accounts.
Assets Under Management
$292M
Employees
3
Offices
1 office
Total Clients
208
Primary office
SISTER BAY, WI
2580 S BAY SHORE DRIVE, SUITE C, SISTER BAY, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.9% of total clients.
Top client categories% of clientsClients
1
Individuals
76.9%
160
2
HNWI
20.2%
42
3
Charitable
1.4%
3
4
Corporations
1.0%
2
5
Pooled Investment Vehicles
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$292Mas of March 11, 2026
Discretionary100.0%
$292M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$292M
Total Accounts210
10Y AUM Change+$98M (+50.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee69:1
10Y Employee Change0 (0.0%)
* 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.