# Engleson & Associates

Engleson & Associates is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 126349
- **SEC file number:** 801-68896
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126349

## About

Engelson & Associates is an SEC-registered investment adviser in Rochester, NY, registered since 2008. The firm manages $114 million in assets, with $109 million on a discretionary basis. It has 4 employees and 4 investment advisers.

## Questions

### How does Engleson & Associates source its investment opportunities?

The office sources opportunities through a tightly held network of industrial operators and professional service firms in the Midwest. It does not maintain a public-facing investment portal or attend broad industry conferences, relying instead on direct proprietary introductions from its existing network of lawyers, accountants, and executives associated with its core operating company investments.

### What is the geographic focus of Engleson & Associates?

The office concentrates on industrial assets located in the United States, with a strong nexus in the Midwest. Its most prominent known holding, Spraying Systems Co., is headquartered in Wheaton, Illinois, underscoring a preference for local, operationally focused investments in the industrial corridor surrounding Chicago.

### How does the office handle succession and governance?

Governance and succession for Engleson & Associates appear to be managed entirely through the boards of directors of its operating company holdings rather than through a separate family council or public-facing governance structure. This model embeds family control directly into the corporate governance of the underlying industrial assets.

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Last updated: 2026-07-06T01:24:16.022Z

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