BAKER TILLY INVESTMENT ADVISORS
CRD #111264 SEC #801-54994 MADISON, WI 608-249-6622
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
26
Clients
26
Accounts
2,625
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- MAY
- Registration Date
- --
- Latest Filing
- May 16, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRONFMAN E.L. ROTHSCHILD PARTNERS LLC | DE | GENERAL PARTNER | NA | Control |
| BRONFMAN, MATTHEW | I | DIRECTOR | NA | Control |
| BROWN, SUZANN, KAY | I | MARKET MANAGER | NA | |
| EGAN, PATRICK, JOSEPH | I | MEMBER | NA | |
| EGAN, PATRICK, JOSEPH | I | MEMBER | NA | Control |
| FORESTER DE ROTHSCHILD, LYNN | I | DIRECTOR | NA | Control |
| GEVA, ALMOG | I | DIRECTOR | NA | Control |
| GOLDSTEIN, ELI | I | DIRECTOR | NA | Control |
| GULSETH, MATTHEW, JAMES | I | MARKET MANAGER | NA | |
| GULSETH, MATTHEW, JAMES | I | MARKET MANAGER | NA | |
| GULSETH, MATTHEW, JAMES | I | MARKET MANAGER | NA | |
| GULSETH, MATTHEW, JAMES | I | MARKET MANAGER | NA | |
| HOOYMAN, STEVEN, NICHOLAS | I | MARKET MANAGER | NA | |
| HOOYMAN, STEVEN, NICHOLAS | I | MARKET MANAGER | NA | |
| HOOYMAN, STEVEN, NICHOLAS | I | MARKET MANAGER | NA | |
| HOOYMAN, STEVEN, NICHOLAS | I | MARKET MANAGER | NA | |
| HOOYMAN, STEVEN, NICHOLAS | I | MARKET MANAGER | NA | |
| HOOYMAN, STEVEN, NICHOLAS | I | MANAGING DIRECTOR | NA | |
| HOOYMAN, STEVEN, NICHOLAS | I | MANAGING DIRECTOR | NA | |
| HOOYMAN, STEVEN, NICHOLAS | I | MANAGING DIRECTOR | NA | |
| HOOYMAN, STEVEN, NICHOLAS | I | MANAGING DIRECTOR | NA | |
| KEMP, DAVID, MICHAEL | I | MARKET MANAGER | NA | |
| KRONICK, HARMONY, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KRONICK, HARMONY, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PARISH, CURTIS, ROSS | I | DIRECTOR | NA | |
| PARISH, CURTIS, ROSS | I | DIRECTOR | NA | |
| PARISH, CURTIS, ROSS | I | DIRECTOR | NA | |
| PARISH, CURTIS, ROSS | I | MEMBER | NA | Control |
| PARISH, CURTIS, ROSS | I | MARKET MANAGER | NA | |
| PARISH, CURTIS, ROSS | I | MARKET MANAGER | NA | |
| PARISH, CURTIS, ROSS | I | MARKET MANAGER | NA | |
| PARISH, CURTIS, ROSS | I | MARKET MANAGER | NA | |
| PARISH, CURTIS, ROSS | I | MARKET MANAGER | NA | |
| PARISH, CURTIS, ROSS | I | DIRECTOR | NA | |
| PARISH, CURTIS, ROSS | I | DIRECTOR | NA | |
| PARISH, CURTIS, ROSS | I | DIRECTOR | NA | |
| PARISH, CURTIS, ROSS | I | DIRECTOR | NA | |
| PARISH, CURTIS, ROSS | I | DIRECTOR | NA | |
| PARISH, STEVEN, ROLAND | I | PRESIDENT | NA | Control |
| PARISH, STEVEN, ROLAND | I | PRESIDENT | NA | Control |
| PARISH, STEVEN, ROLAND | I | PRESIDENT | NA | Control |
| PARISH, STEVEN, ROLAND | I | PRESIDENT | NA | Control |
| PARISH, STEVEN, ROLAND | I | PRESIDENT | NA | Control |
| PARISH, STEVEN, ROLAND | I | PRESIDENT | NA | Control |
| PIERCE, GREGORY, BRYAN | I | MARKET MANAGER | NA | |
| PIERCE, GREGORY, BRYAN | I | MARKET MANAGER | NA | |
| PIERCE, GREGORY, BRYAN | I | MARKET MANAGER | NA | |
| POWELL, SCOTT, RAY | I | DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| POWELL, SCOTT, RAY | I | DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| POWELL, SCOTT, RAY | I | DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| POWELL, SCOTT, RAY | I | DIRECTOR, WEALTH MANAGEMENT | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND EXECUTIVE VICE PRESIDENT | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SOUKUP, LARRY | I | DIRECTOR | NA | |
| TABER, MARK, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| TABER, MARK, ALAN | I | CHIEF COMPIANCE OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| TABER, MARK, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| TABER, MARK, ALAN | I | CHIEF OPERATING OFFICER | NA | Control |
| BAKER TILLY VIRCHOW KRAUSE, LLP | DE | 100% OWNER/MEMBER | E | Control |
| BAKER TILLY VIRCHOW KRAUSE, LLP | DE | 100% OWNER/MEMBER | E | Control |
| BAKER TILLY VIRCHOW KRAUSE, LLP | DE | 100% OWNER/MEMBER | E | Control |
| BAKER TILLY VIRCHOW KRAUSE, LLP | DE | 100% OWNER/MEMBER | E | Control |
| BAKER TILLY VIRCHOW KRAUSE, LLP | DE | 100% OWNER/MEMBER | E | Control |
| BAKER TILLY VIRCHOW KRAUSE, LLP | DE | 100% OWNER/MEMBER | E | Control |
| BAKER TILLY VIRCHOW KRAUSE, LLP | DE | 100% OWNER/MEMBER | E | Control |
| BAKER TILLY VIRCHOW KRAUSE, LLP | DE | 100% OWNER/MEMBER | E | Control |
| BELR PARTNERS LP | DE | LIMITED PARTNER | E | Control |
| VIRCHOW KRAUSE & CO., LLP | DE | 75% OWNER/MEMBER | E | Control |
| VIRCHOW KRAUSE & CO., LLP | DE | 100% OWNER/MEMBER | E | Control |
| VIRCHOW KRAUSE & CO., LLP | DE | 100% OWNER/MEMBER | E | Control |
| VIRCHOW KRAUSE & CO., LLP | DE | 100% OWNER/MEMBER | E | Control |
| VIRCHOW KRAUSE & CO., LLP | DE | 100% OWNER/MEMBER | E | Control |
| VIRCHOW KRAUSE & CO., LLP | DE | 100% OWNER/MEMBER | E | Control |
| VIRCHOW KRAUSE & CO., LLP | DE | 65% OWNER/MEMBER | D | Control |
| DIEKVOSS, TAL, JOHN | I | MEMBER | B | Control |
| PARISH, STEVEN, ROLAND | I | DIRECTOR, LIMITED PARTNER, PRESIDENT AND CHIEF EXECUTIVE OFFICER | B | Control |
| PARISH, CURTIS, ROSS | I | MEMBER | A | |
| STAFFORD, DANIEL, GLENN | I | MEMBER | A | |
| WALLER, DAVID, ALLEN | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BRONFMAN E.L. ROTHSCHILD PARTNERS LLC | DE | BELR PARTNERS LP | F | Control |
| BRONFMAN, JR., EDGAR, MILES | I | MATTHEW BRONFMAN RECIPIENT POUR-OFF TRUST F/B/O MATTHEW BRONFMAN | F | Control |
| BRONFMAN, MATTHEW | I | BRONFMAN E.L. ROTHSCHILD PARTNERS LLC | F | Control |
| BRONFMAN, MATTHEW | I | BHB ACQUISITIONS LLC | F | Control |
| BRONFMAN, MATTHEW | I | BHB ACQUISITIONS II LLC | F | Control |
| BRONFMAN, MATTHEW | I | MATTHEW BRONFMAN RECIPIENT POUR-OFF TRUST F/B/O MATTHEW BRONFMAN | F | Control |
| GEVA, ALMOG | I | BRONFMAN E.L. ROTHSCHILD PARTNERS LLC | F | Control |
| GOLDSTEIN, ELI | I | BRONFMAN E.L. ROTHSCHILD PARTNERS LLC | F | Control |
| RYSAFFE FIDUCIARIES SARL | FE | ELR GENERAL INVESTMENT TRUST | F | Control |
| BHB ACQUISITIONS II LLC | DE | BHB ACQUISITIONS LLC | E | Control |
| BRONFMAN, MATTHEW | I | BA III ACQUISITION CO., L.L.C. | E | Control |
| BA III ACQUISITION CO., LLC | DE | BRONFMAN ASSOCIATES III | D | Control |
| BHB ACQUISITIONS LLC | DE | BRONFMAN E.L. ROTHSCHILD PARTNERS LLC | D | Control |
| BRONFMAN, MATTHEW | I | BHB HOLDINGS L.L.C. | D | Control |
| RYSAFFE FIDUCIARIES SARL AS TRUSTEES OF ELR GENERAL INVESTMENT TRUST | FE | BRONFMAN E.L. ROTHSCHILD PARTNERS LLC | D | Control |
| BHB ACQUISITIONS LLC | DE | BELR PARTNERS LP | C | Control |
| BHB HOLDINGS L.L.C. | DE | BHB ACQUISITIONS II LLC | C | Control |
| BRONFMAN ASSOCIATES III | DE | BHB ACQUISITIONS II LLC | C | Control |
| MATTHEW BRONFMAN & EDGAR BRONFMAN JR AS TRUSTEES OF MATTHEW BRONFMAN RECIPIENT POUR-OFF TRUST F/B/O MATTHEW BRONFMAN | DE | BRONFMAN ASSOCIATES III | C | Control |
| RYSAFFE FIDUCIARIES SARL AS TRUSTEES OF ELR GENERAL INVESTMENT TRUST | FE | BELR PARTNERS LP | C | Control |
| SHULEM FISHER, YAACOV | I | BHB HOLDINGS L.L.C. | C | Control |
Registrations
Federal
IA
May 16, 2013 REGISTERED
Notice Filings (17)
AZ CA CO FL GA IL MI MN NC NV NY OH SD TN TX VA WI
Address
TEN TERRACE COURTMADISON, WI 53718
United States
Phone: 608-249-6622