BROOKFIELD INVESTMENT PARTNERS, LLC
CRD #113370 SEC #801-61841 BROOKFIELD, WI 262-785-6751
SEC Registered
Total AUM
$704.1M
Discretionary
$704.1M
Employees
4
Clients
1
Accounts
38
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 30, 2020
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERDICHEVSKY, ELIZABETH | I | MANAGER | NA | Control |
| BERDICHEVSKY, ELIZABETH | I | MANAGER | NA | Control |
| BERDICHEVSKY, ELIZABETH | I | MANAGER | NA | |
| BERDICHEVSKY, ELIZABETH | I | MANAGER | NA | |
| BERDICHEVSKY, ELIZABETH | I | MANAGER | NA | |
| BERDICHEVSKY, ELIZABETH | I | MANAGER | NA | |
| BERGNER, WILLIAM, HOWARD | I | MANAGER | NA | Control |
| BERGNER, WILLIAM, HOWARD | I | MANAGER | NA | Control |
| BERGNER, WILLIAM, HOWARD | I | MANAGER | NA | Control |
| BERGNER, WILLIAM, HOWARD | I | MANAGER | NA | |
| BERGNER, WILLIAM, HOWARD | I | MANAGER | NA | |
| BERGNER, WILLIAM, HOWARD | I | MANAGER | NA | |
| BERGNER, WILLIAM, HOWARD | I | MANAGER | NA | |
| DUFRANE, LYNN, MARIE | I | MANAGER | NA | |
| DUFRANE, LYNN, MARIE | I | MANAGER | NA | |
| DUFRANE, LYNN, MARIE | I | MANAGER | NA | |
| DUFRANE, LYNN, MARIE | I | MANAGER | NA | |
| MILLER, KATHLEEN, A | I | MANAGER | NA | Control |
| MILLER, KATHLEEN, A | I | MANAGER | NA | Control |
| MILLER, KATHLEEN, A | I | MANAGER | NA | Control |
| MILLER, KATHLEEN, A | I | MANAGER | NA | |
| MILLER, KATHLEEN, A | I | MANAGER | NA | |
| MILLER, KATHLEEN, A | I | MANAGER | NA | |
| MILLER, KATHLEEN, A | I | MANAGER | NA | |
| MILLER, KATHLEEN, A | I | MANAGER | NA | |
| OLENCHEK, LORA | I | MANAGER | NA | Control |
| OLENCHEK, LORA | I | MANAGER | NA | Control |
| OLENCHEK, LORA | I | MANAGER | NA | Control |
| OLENCHEK, LORA | I | MANAGER | NA | |
| RADZAK, ERIC, PETER | I | MANAGER | NA | |
| RADZAK, ERIC, PETER | I | MANAGER | NA | |
| RADZAK, ERIC, PETER | I | MANAGER | NA | |
| RADZAK, ERIC, PETER | I | MANAGER | NA | |
| RADZAK, ERIC, PETER | I | MANAGER | NA | |
| RADZAK, ERIC, PETER | I | MANAGER | NA | |
| Rouse, Ryan, David | I | MANAGER | NA | |
| Rouse, Ryan, David | I | MANAGER | NA | |
| Rouse, Ryan, David | I | MANAGER | NA | |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | |
| WEITENDORF, FRITZ, JAMES | I | MANAGER | NA | |
| WEITENDORF, FRITZ, JAMES | I | MANAGER | NA | |
| ZIEBERT, MARYANN | I | MANAGER | NA | |
| ZIEBERT, MARYANN | I | MANAGER | NA | |
| ZIEBERT, MARYANN | I | MANAGER | NA | |
| ZIEBERT, MARYANN | I | MANAGER | NA | |
| ZIEBERT, MARYANN | I | MANAGER | NA | |
| ZIEBERT, MARYANN | I | MANAGER | NA | |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| NICOLET BANKSHARES, INC. | DE | MEMBER | E | Control |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER | D | Control |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER | D | Control |
| STEPPE, MICHAEL | I | CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER | D | Control |
| STEPPE, MICHAEL | I | SUPERVISOR, MANAGER, MEMBER | D | Control |
| STEPPE, MICHAEL | I | SUPERVISOR, MANAGER, MEMBER | D | Control |
| BERGNER, WILLIAM, HOWARD | I | MANAGER, MEMBER | B | Control |
| BERGNER, WILLIAM, HOWARD | I | MANAGER, MEMBER | B | Control |
| BERGNER, WILLIAM, HOWARD | I | MANAGER, MEMBER | B | Control |
| BERGNER, WILLIAM, HOWARD | I | MANAGER, MEMBER | B | Control |
| BERGNER, WILLIAM, HOWARD | I | MANAGER, MEMBER | B | Control |
| GUILLERMO, DUSTINE, M | I | MANAGER, MEMBER | B | Control |
| GUILLERMO, DUSTINE, M | I | MANAGER, MEMBER | B | Control |
| GUILLERMO, DUSTINE, M | I | MANAGER, MEMBER | B | Control |
| GUILLERMO, DUSTINE, M | I | MANAGER, MEMBER | A | Control |
| GUILLERMO, DUSTINE, M | I | MANAGER, MEMBER | A | Control |
| MILLER, KATHLEEN, A | I | MANAGER, MEMBER | A | Control |
| MILLER, KATHLEEN, A | I | MANAGER, MEMBER | A | Control |
| MILLER, KATHLEEN, A | I | MANAGER, MEMBER | A | Control |
| MILLER, KATHLEEN, A | I | MANAGER, MEMBER | A | Control |
| MILLER, KATHLEEN, A | I | MANAGER, MEMBER | A | Control |
Registrations
Federal
IA
Jun 30, 2020 REGISTERED
Notice Filings (3)
AZ NV WI
Address
330 SOUTH EXECUTIVE DRIVESUITE 307
BROOKFIELD, WI 53005-4275
United States
Phone: 262-785-6751