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Wegner Asset Management
WEGNER ASSET MANAGEMENT, LLC is a state-registered investment adviser with $74 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
WEGNER ASSET MANAGEMENT, LLC is a state-registered investment adviser with $74 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Milwaukee
Corporate office
Milwaukee, WI, United States
Principals
George Wegner
President
Sector focus
Frequently asked questions
What investment stages and asset classes does Wegner Asset Management target?
The firm allocates across direct real estate, private equity, and public market securities. Real estate focuses on income-producing industrial, multi-family, and commercial properties, primarily in the Upper Midwest. Private equity includes direct minority positions and selective fund commitments, while public market exposure skews toward value equities and fixed income.
What is Wegner Asset Management's approach to co-investments?
The firm participates in direct deals alongside other family-backed investment groups and private equity sponsors, particularly for upper-mid-market industrial and real estate transactions. There is no indication Wegner operates a formal co-investment club; rather, it engages on a deal-by-deal basis through its established network in the Midwest.
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