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MELOTTE FINANCIAL ADVISORS
Melotte Financial Advisors is a state-registered investment adviser in Green Bay, WI. The firm manages approximately $98 million in regulatory assets.
Overview
Melotte Financial Advisors is a state-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
Location
Region
North America
Frequently asked questions
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.
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.
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