RIA · CRD 151164SEC-Registered

Updated:

Buttonwood Partners

Buttonwood Partners — independent broker-dealer and RIA founded in 1990, managing over $500M from Madison, WI. Tami Strang is Chief Compliance Officer.

Buttonwood Partners

Buttonwood Partners, Inc. was founded in 1990 as an independent, locally owned broker-dealer based in Madison, Wisconsin. It provides both investment advice and brokerage services, serving clients nationally while maintaining a local branch office at 701 Deming Way, Suite 100. The firm is overseen by Chief Compliance Officer Tami Strang (per the firm's website).

General information

Firm type

Other

Year founded

1990

AUM

Over $500 million (per firm website, 2026)

Location

Region

North America

Country

United States

City

Madison

Corporate office

Madison, WI, United States

Principals

Tami Strang

Chief Compliance Officer, FINOP

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at Buttonwood Partners?

Buttonwood Partners is led by Tami Strang as Chief Compliance Officer and FINOP. The firm operates as an independent broker-dealer where representatives tailor client portfolios within a discretionary framework (per the firm website).

How does Buttonwood Partners source proprietary deal flow?

Buttonwood Partners does not describe proprietary deal sourcing; it functions as a full-service RIA and broker-dealer, offering stocks, bonds, ETFs, options, and mutual funds from major fund families. Its investment approach centers on client-specific portfolio construction using widely available products (per the firm website).

Is Buttonwood Partners structured as a single family office or does it operate more like a venture firm?

Buttonwood Partners is neither a single family office nor a venture firm. It is an SEC-registered investment adviser (RIA) and broker-dealer. The firm manages retirement and discretionary accounts for individuals and institutions, not a concentrated family fortune.

Does Buttonwood Partners participate in fund commitments or only direct deals?

Buttonwood Partners does not appear to engage in fund commitments or direct private-equity deals. Its listed service offerings include individual securities, mutual funds, and managed advisory portfolios — not fund-of-funds or direct investments. The firm positions itself as a retirement and wealth management advisory (per the firm website).

What investment stages does Buttonwood Partners typically target?

Buttonwood Partners does not target investment stages typical of venture or growth equity. It manages client portfolios across liquid public securities — equities, fixed income, and cash equivalents — aligned with individual risk tolerance and retirement goals.

Which sectors does Buttonwood Partners explicitly avoid?

Buttonwood Partners does not disclose explicit sector avoidance on its website. Its disclosed investment universe includes stocks, bonds, ETFs, options, and mutual funds across all major sectors, with no stated restrictions.

Where does the underlying wealth come from?

Buttonwood Partners manages client assets from multiple unrelated individuals and institutions; it does not serve a single family or concentrated source of wealth. The firm describes itself as an independent, locally owned broker-dealer serving clients across the country (per the firm website).

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