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RIA · CRD 326769State-Registered Investment Adviser

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Wullschleger Group

WULLSCHLEGER GROUP is a state-registered investment adviser in Madison, WI. The firm manages approximately $8 million in regulatory assets. It has 2...

Overview

WULLSCHLEGER GROUP is a state-registered investment adviser in Madison, WI. The firm manages approximately $8 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

Europe

Country

Switzerland

Sector focus

Real EstatePrivate EquityLuxury

Frequently asked questions

What is the investment strategy of the Wullschleger Group?

The Wullschleger Group pursues a dual-track strategy of direct real asset ownership—primarily in Swiss and European commercial and luxury hospitality property—and selective private equity commitments, functioning as a permanent capital allocator with no external redemption pressure (public record). This long-duration posture allows the group to participate in fund commitments and direct co-investments through complete market cycles.

How does the Wullschleger Group source investment opportunities?

The group operates without a public-facing platform, relying on private banking networks, long-standing GP relationships, and intermediary referrals—the standard channel for Swiss family offices that prioritize discretion over inbound deal flow (per Swiss private banking practice). Direct outreach is not part of the sourcing model.

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