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401K INVESTMENT PROFESSIONALS
401K INVESTMENT PROFESSIONALS is an SEC-registered investment adviser in WAUNAKEE, WI, registered since 2019. The firm manages $311 million in assets, with...
401K INVESTMENT PROFESSIONALS
401K INVESTMENT PROFESSIONALS is an SEC-registered investment adviser in WAUNAKEE, WI, registered since 2019. The firm manages $311 million in assets, with $288 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
Who runs investment decisions at 401K INVESTMENT PROFESSIONALS?
Leadership details are not publicly disclosed. The firm does not name a management team on its website or in public filings as of available records.
How does 401K INVESTMENT PROFESSIONALS source proprietary deal flow?
The firm's sourcing model is not publicly documented. As an RIA managing retirement assets, it likely relies on established intermediary relationships and fund manager networks.
Is 401K INVESTMENT PROFESSIONALS structured as a single-family office or an RIA?
The firm operates as a registered investment advisor (RIA), not a family office. Its name indicates a focus on 401(k) plan management.
Does 401K INVESTMENT PROFESSIONALS participate in fund commitments or only direct deals?
The firm's investment vehicle structure is undisclosed. RIAs typically allocate to external funds and may co-invest directly, but no specific commitments are publicly recorded.
What investment stages does 401K INVESTMENT PROFESSIONALS typically target?
No stage preferences are documented. Given its alternative asset focus, the firm likely targets established managers and direct investments across private credit, real estate, and infrastructure.
Which sectors does 401K INVESTMENT PROFESSIONALS explicitly avoid?
No sector exclusions are publicly stated. The firm's disclosed asset classes suggest a broad alternative strategy.
Where does the underlying wealth come from?
The firm manages retirement assets for institutional clients, not family wealth. Its capital originates from pension and 401(k) plan contributions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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