Active
SUGAR MAPLE ASSET MANAGEMENT, LLC
Investment Advice|SISTER BAY, WI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$259M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 259.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 282632 |
| SEC Number | 801-126457 |
| Street Address | 2580 S BAY SHORE DRIVE |
| Street Address 2 | SUITE C |
| Location | SISTER BAY, WI 54234 |
| Country | United States |
| Phone | 9205854985 |
| Total Employees | 3 |
Client Count by Type (205 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 149 |
| High Net Worth Individual… | 50 |
| Charitable Organizations | 3 |
| Corporations/Businesses | 2 |
| Pooled Investment Vehicle… | 1 |
Community Partners
CITY OF STURGEON BAY
COUNTY OF DOOR
SOUTHERN DOOR FIRE DEPT., INC.
STURGEON BAY UTILITIES
TOWN OF BAILEYS HARBOR
TOWN OF BRUSSELS
TOWN OF CLAY BANKS
TOWN OF EGG HARBOR
TOWN OF FORESTVILLE
TOWN OF GARDNER
TOWN OF GIBRALTAR
TOWN OF JACKSONPORT
TOWN OF LIBERTY GROVE
TOWN OF NASEWAUPEE
TOWN OF SEVASTOPOL
TOWN OF STURGEON BAY
TOWN OF UNION
TOWN OF WASHINGTON
VILLAGE OF EGG HARBOR
VILLAGE OF EPHRAIM
CITY OF STURGEON BAY
COUNTY OF DOOR
SOUTHERN DOOR FIRE DEPT., INC.
STURGEON BAY UTILITIES
TOWN OF BAILEYS HARBOR
TOWN OF BRUSSELS
TOWN OF CLAY BANKS
TOWN OF EGG HARBOR
TOWN OF FORESTVILLE
TOWN OF GARDNER
TOWN OF GIBRALTAR
TOWN OF JACKSONPORT
TOWN OF LIBERTY GROVE
TOWN OF NASEWAUPEE
TOWN OF SEVASTOPOL
TOWN OF STURGEON BAY
TOWN OF UNION
TOWN OF WASHINGTON
VILLAGE OF EGG HARBOR
VILLAGE OF EPHRAIM
CITY OF STURGEON BAY
COUNTY OF DOOR
SOUTHERN DOOR FIRE DEPT., INC.
STURGEON BAY UTILITIES
TOWN OF BAILEYS HARBOR
TOWN OF BRUSSELS
TOWN OF CLAY BANKS
TOWN OF EGG HARBOR
TOWN OF FORESTVILLE
TOWN OF GARDNER
TOWN OF GIBRALTAR
TOWN OF JACKSONPORT
TOWN OF LIBERTY GROVE
TOWN OF NASEWAUPEE
TOWN OF SEVASTOPOL
TOWN OF STURGEON BAY
TOWN OF UNION
TOWN OF WASHINGTON
VILLAGE OF EGG HARBOR
VILLAGE OF EPHRAIM
Municipal Government
22 Active
22
Organizations
DOOR COUNTY HOUSING AUTHORITY
FISH CREEK SANITARY DISTRICT
FORESTVILLE VILLAGE SANITARY COMMISSION
LIBERTY GROVE SANITARY DISTRICT
MAPLEWOOD SANITARY DISTRICT 1
SEVASTOPOL SANITARY DISTRICT 1
DOOR COUNTY HOUSING AUTHORITY
FISH CREEK SANITARY DISTRICT
FORESTVILLE VILLAGE SANITARY COMMISSION
LIBERTY GROVE SANITARY DISTRICT
MAPLEWOOD SANITARY DISTRICT 1
SEVASTOPOL SANITARY DISTRICT 1
DOOR COUNTY HOUSING AUTHORITY
FISH CREEK SANITARY DISTRICT
FORESTVILLE VILLAGE SANITARY COMMISSION
LIBERTY GROVE SANITARY DISTRICT
MAPLEWOOD SANITARY DISTRICT 1
SEVASTOPOL SANITARY DISTRICT 1
Special District
6 Active
6
Organizations
GIBRALTAR AREA SCHOOL DISTRICT
SCH DIST 1 WASHINGTON ISLE SCHS
SEVASTOPOL JOINT SCHOOL DISTRICT 2
SOUTHERN DOOR COUNTY SCHOOL DISTRICT
STURGEON BAY SCHOOL DISTRICT
WASHINGTON ISLAND SCHOOL DISTRICT
GIBRALTAR AREA SCHOOL DISTRICT
SCH DIST 1 WASHINGTON ISLE SCHS
SEVASTOPOL JOINT SCHOOL DISTRICT 2
SOUTHERN DOOR COUNTY SCHOOL DISTRICT
STURGEON BAY SCHOOL DISTRICT
WASHINGTON ISLAND SCHOOL DISTRICT
GIBRALTAR AREA SCHOOL DISTRICT
SCH DIST 1 WASHINGTON ISLE SCHS
SEVASTOPOL JOINT SCHOOL DISTRICT 2
SOUTHERN DOOR COUNTY SCHOOL DISTRICT
STURGEON BAY SCHOOL DISTRICT
WASHINGTON ISLAND SCHOOL DISTRICT
School District
6 Active
6
Organizations
115 CLUB LTD
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ACTIVE SENIORS' OPTIONS INC
ADOPT A SOLDIER DOOR COUNTY
AGLOW INTERNATIONAL
AHNAPEE TRAILBLAZERS LEGION BASEBALL CORPORATION
ALLIANCE FOR THE MENTALLY ILL OF DOOR COUNTY INC
ALOHA CLASSIC INC
ALTRUSA INTERNATIONAL FOUNDATION OF
ALTRUSA INTERNATIONAL INC
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN LEGION
AMERICAN LEGION 0527 BILLY WEISS POST
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION POST 0402 GISLASON RICHTER
AMVETS
115 CLUB LTD
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ACTIVE SENIORS' OPTIONS INC
ADOPT A SOLDIER DOOR COUNTY
AGLOW INTERNATIONAL
AHNAPEE TRAILBLAZERS LEGION BASEBALL CORPORATION
ALLIANCE FOR THE MENTALLY ILL OF DOOR COUNTY INC
ALOHA CLASSIC INC
ALTRUSA INTERNATIONAL FOUNDATION OF
ALTRUSA INTERNATIONAL INC
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN LEGION
AMERICAN LEGION 0527 BILLY WEISS POST
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION POST 0402 GISLASON RICHTER
AMVETS
115 CLUB LTD
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ACTIVE SENIORS' OPTIONS INC
ADOPT A SOLDIER DOOR COUNTY
AGLOW INTERNATIONAL
AHNAPEE TRAILBLAZERS LEGION BASEBALL CORPORATION
ALLIANCE FOR THE MENTALLY ILL OF DOOR COUNTY INC
ALOHA CLASSIC INC
ALTRUSA INTERNATIONAL FOUNDATION OF
ALTRUSA INTERNATIONAL INC
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN LEGION
AMERICAN LEGION 0527 BILLY WEISS POST
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION POST 0402 GISLASON RICHTER
AMVETS
Nonprofit Organization
368 Active
368
Organizations
Community Partners84 organizations
CITY OF STURGEON BAY
Municipal Government·STURGEON BAY
SOUTHERN DOOR FIRE DEPT., INC.
Municipal Government·FORESTVILLE
STURGEON BAY UTILITIES
Municipal Government·STURGEON BAY
TOWN OF BRUSSELS
Municipal Government·STURGEON BAY
TOWN OF CLAY BANKS
Municipal Government·STURGEON BAY
TOWN OF FORESTVILLE
Municipal Government·STURGEON BAY
TOWN OF GIBRALTAR
Municipal Government·FISH CREEK
TOWN OF LIBERTY GROVE
Municipal Government·SISTER BAY
TOWN OF NASEWAUPEE
Municipal Government·STURGEON BAY
TOWN OF UNION
Municipal Government·BRUSSELS
DOOR COUNTY HOUSING AUTHORITY
Special District·STURGEON BAY
FISH CREEK SANITARY DISTRICT
Special District·FISH CREEK
LIBERTY GROVE SANITARY DISTRICT
Special District·SISTER BAY
MAPLEWOOD SANITARY DISTRICT 1
Special District·STURGEON BAY
SEVASTOPOL SANITARY DISTRICT 1
Special District·STURGEON BAY
SCH DIST 1 WASHINGTON ISLE SCHS
School District·WASHINGTON IS
115 CLUB LTD
Nonprofit Organization·STURGEON BAY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sturgeon Bay
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sturgeon Bay
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sturgeon Bay
ACTIVE SENIORS' OPTIONS INC
Nonprofit Organization·STURGEON BAY
ADOPT A SOLDIER DOOR COUNTY
Nonprofit Organization·Sturgeon Bay
AGLOW INTERNATIONAL
Nonprofit Organization·Sister Bay
AHNAPEE TRAILBLAZERS LEGION BASEBALL CORPORATION
Nonprofit Organization·Sturgeon Bay
ALLIANCE FOR THE MENTALLY ILL OF DOOR COUNTY INC
Nonprofit Organization·STURGEON BAY
ALOHA CLASSIC INC
Nonprofit Organization·Sturgeon Bay
ALTRUSA INTERNATIONAL FOUNDATION OF
Nonprofit Organization·STURGEON BAY
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Sturgeon Bay
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·sturgeon bay
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Forestville
AMERICAN LEGION
Nonprofit Organization·Forestville
AMERICAN LEGION 0527 BILLY WEISS POST
Nonprofit Organization·Sister Bay
AMERICAN LEGION AUXILIARY
Nonprofit Organization·STURGEON BAY
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Washington Island
AMERICAN LEGION POST 0402 GISLASON RICHTER
Nonprofit Organization·Washington Island
AMVETS
Nonprofit Organization·Sturgeon Bay
ARLE CATHOLIC MEMORIAL INC
Nonprofit Organization·Sturgeon Bay
ART AND NATURE CENTER
Nonprofit Organization·WASHINGTON ISLAND
ASSOCIATION FOR RESCUE AT SEA INC
Nonprofit Organization·FISH CREEK
BAILEYS HARBOR ATHLETE CLUB INC
Nonprofit Organization·Baileys Harbor
BAILEYS HARBOR COMMUNITY ASSOC INC
Nonprofit Organization·BAILEYS HARBOR
BAILEYS HARBOR FIRE-RESCUE ASSOCIATION INC
Nonprofit Organization·BAILEYS HARBOR
BAILEYS HARBOR HISTORICAL SOCIETY
Nonprofit Organization·Baileys Harbor
BAYSIDE CEMETERY ASSOCIATION
Nonprofit Organization·STURGEON BAY
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·Sturgeon Bay
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·STURGEON BAY
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·STURGEON BAY
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·STURGEON BAY
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·STURGEON BAY
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·Sturgeon Bay
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·Sturgeon Bay
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·Sturgeon Bay
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·Sturgeon Bay
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·STURGEON BAY
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM
Nonprofit Organization·STURGEON BAY
BOYS & GIRLS CLUB OF DOOR COUNTY
Nonprofit Organization·STURGEON BAY
BRUSSELS-UNION EMERGENCY MEDICAL RESPONDERS INC
Nonprofit Organization·BRUSSELS
BRUSSELS UNION GARDNER FIRE DEPARTMENT
Nonprofit Organization·BRUSSELS
BRUSSELS WISCONSIN LIONS FOUNDATION
Nonprofit Organization·BRUSSELS
BUG EMERGENCY MEDICAL RESPONDERS INC
Nonprofit Organization·brussels
BUG FIREFIGHTERS INC
Nonprofit Organization·Brussels
CARRIE ANN RENARD MEMORIAL
Nonprofit Organization·BRUSSELS
CATHOLIC ORDER OF FORESTERS
Nonprofit Organization·Forestville
CATHOLIC YOUTH EXPEDITIONS INC
Nonprofit Organization·BAILEYS HARBOR
CENTURY 21 HOMEOWNERS ASSOCIATION
Nonprofit Organization·STURGEON BAY
CHIEFS NOR-DOOR BASEBALL INC
Nonprofit Organization·STURGEON BAY