BLACKHAWK CAPITAL PARTNERS LLC.

HTTPS://BLACKHAWK-CAPITAL.COM THIENSVILLE, WI Investment Advisor How do I update this listing?

Blackhawk Capital Partners is based out of Thiensville. Blackhawk Capital Partners is a large advisory firm with 189 clients and discretionary assets under management (AUM) of $171,386,270 (Form ADV from 2020-04-29). Their last reported 13F filing for Q1 2020 included $112,092,000 in managed 13F securities and a top 10 holdings concentration of 32.99%. Blackhawk Capital Partners's largest holding is First Trust TCW Opportunistic Fixed Income ETF-First Trust TCW Opportunistic Fixed Income ETF with shares held of 153,709. Whalewisdom has at least 10 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $112.092 Million
  • Prior Market Value $100.499 Million
  • New Purchases14 stocks
  • Additional Purchases21 stocks
  • Sold out of10 stocks
  • Reduced holdings in47 stocks
  • Top 10 Holdings % 32.99 %
  • Turnover % [1]:27.27%
  • Turnover Alt % [2]: 17.11 %
  • Time Held Top20:3.60 quarters
  • Time Held Top10:3.00 quarters
  • Time Held All:4.84 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -9.63%
Performance Last 4 Quarters: 4.72%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BLACKHAWK CAPITAL PARTNERS, LLC
167 S. MAIN STREET
THIENSVILLE WI    53092
Country: United States

Business Phone: 262-242-4487
Fax: 262-242-9089
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: WI
Number of employees: 8
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 69,744,700
Total Number of Clients: 189
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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BLACKHAWK CAPITAL PARTNERS, LLC

ownership team - last updated 2020-01-06
Name Title Start Date Direct/Indirect % Ownership

BLACKHAWK CAPITAL PARTNERS, LLC

ownership team - last updated 2019-07-16
Name Title Start Date Direct/Indirect % Ownership
PERLBERG, KEVIN, BLAKE MANAGING MEMBER 05/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
BLACKHAWK CAPITAL PARTNERS, LLC PRESIDENT direct 2011-05-01
BLACKHAWK CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2011-05-01
TENDICK, DONALD, WILLIAM VICE-PRESIDENT/ CHIEF COMPLIANCE OFFICER 05/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BLACKHAWK CAPITAL PARTNERS, LLC VICE-PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2011-05-01

BLACKHAWK CAPITAL PARTNERS, LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
PERLBERG, KEVIN, BLAKE MANAGING MEMBER 05/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
BLACKHAWK CAPITAL PARTNERS, LLC PRESIDENT direct 2011-05-01
BLACKHAWK CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2011-05-01
TENDICK, DONALD, WILLIAM VICE-PRESIDENT/ CHIEF COMPLIANCE OFFICER 05/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BLACKHAWK CAPITAL PARTNERS, LLC VICE-PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2011-05-01

BLACKHAWK CAPITAL PARTNERS, LLC

ownership team - last updated 2017-03-22
Name Title Start Date Direct/Indirect % Ownership
PERLBERG, KEVIN, BLAKE MANAGING MEMBER 05/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
BLACKHAWK CAPITAL PARTNERS, LLC PRESIDENT direct 2011-05-01
BLACKHAWK CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2011-05-01
TENDICK, DONALD, WILLIAM VICE-PRESIDENT/ CHIEF COMPLIANCE OFFICER 05/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
BLACKHAWK CAPITAL PARTNERS, LLC VICE-PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2011-05-01

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