Arcataur Capital Management LLC
Arcataur Capital Management LLC is an investment advisory firm headquartered in Milwaukee, Wisconsin. Founded in 2003, the firm specializes in providing superior investment management and personalized service through separately managed portfolios for individuals and institutions. Arcataur employs a team of 8, primarily investment professionals, who focus on delivering customized solutions based on each client's goals and risk tolerance. The firm prides itself on fiduciary standards, long-term focus, and a disciplined approach to portfolio management, catering primarily to high-net-worth individuals and select charitable organizations.
Investment Strategy
Arcataur Capital Management employs a disciplined investment process, emphasizing a long-term focus while customizing strategies for each client according to their specific financial goals and risk tolerance. The firm is committed to providing high-quality investment management, strategically building portfolios to consistently add value by leveraging the expertise of experienced investment professionals. Client relationships are highly interactive, reflecting an ongoing commitment to understanding changing client needs and offering bespoke portfolio solutions.
Top Holdings
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 27.38% | $93.2M | 139,179 | $451.71 | $669.30 | +$6.0M |
I IJR | ISHARES TR | 13.16% | $44.8M | 376,887 | $100.07 | $118.83 | +$3.4M |
I IJH | ISHARES TR | 8.24% | $28.0M | 429,589 | $52.68 | $65.26 | +$1.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.27% | $17.9M | 298,958 | $46.46 | $59.92 | +$687.1K |
V VWO | VANGUARD INTL EQUITY INDEX F | 3.92% | $13.3M | 246,326 | $41.03 | $54.18 | +$1.1M |