MELOTTE FINANCIAL ADVISORS

Melotte Financial Advisors is an SEC-registered investment adviser in Green Bay, WI. The firm manages approximately $98 million in regulatory assets.

MELOTTE FINANCIAL ADVISORS

Melotte Financial Advisors is an SEC-registered investment adviser in Green Bay, WI. The firm manages approximately $98 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

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City

—

Corporate office

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How does MELOTTE FINANCIAL ADVISORS generate proprietary deal flow?

MELOTTE FINANCIAL ADVISORS sources investment opportunities through its network of financial advisors and partnerships with asset managers. The firm does not publicly disclose a proprietary deal-sourcing mechanism that originates direct investments outside of its fund relationships.

Is MELOTTE FINANCIAL ADVISORS a single family office or a multi-family office?

MELOTTE FINANCIAL ADVISORS operates as a multi-family office, serving multiple high-net-worth families. It does not position itself as the exclusive family office for a single wealth origin.

What investment stages does MELOTTE FINANCIAL ADVISORS typically target?

The firm targets a balanced allocation across liquid and illiquid assets, with an emphasis on capital preservation. It invests across public markets, fixed income, and alternative investments, but does not publicly specify stage preference for private equity or venture capital.

Does MELOTTE FINANCIAL ADVISORS participate in fund commitments or only direct deals?

MELOTTE FINANCIAL ADVISORS utilizes both direct investments and fund commitments. The firm allocates client capital to commingled funds and select direct positions, but the proportion between these channels is not publicly disclosed.

Where does the underlying wealth of MELOTTE FINANCIAL ADVISORS clients come from?

The wealth origins of MELOTTE FINANCIAL ADVISORS clients are not disclosed. The firm does not publicly associate with any specific industry, company, or individual as the source of its client net worth.

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