# MELOTTE FINANCIAL ADVISORS

MELOTTE FINANCIAL ADVISORS is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://melottegroup.com/

## Regulatory record

- **CRD number:** 286218
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286218

## About

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.

## 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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Last updated: 2026-08-10T23:49:37.812Z

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