SourcingSourcing

ARCATAUR CAPITAL MANAGEMENT LLC

B51
CRD 124663·SEC 801-100352·MILWAUKEE, WI
AUM
$469.5M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARCATAUR CAPITAL MANAGEMENT LLC
CRD
124663
SEC file #
801-100352
EIN
113662316
DBA names
—

Economics

AUM
$469.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$161.0M → $469.5M▲ +192%
Client mix
Individuals High Net Worth141
Individuals Other97
Pension Profit Sharing Plans2
Charitable Organizations2
Corporations2

Operations

Employees (total)
9
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
6 advisors → 7 advisors▲ +17%
Primary office
MILWAUKEE WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
arcataur.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SMETEK, IGNATIUS, LOUIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
SMETEK, IGNATIUS, LOUIS
GRUENINGER, JILL, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ARCATAUR.COM
Rdap Domain Creation Date
2002-11-08T21:12:44Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
19,508
Form 5500 Compensation Trajectory 3y
202519,508
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
19,508
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001987321
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2023-07-26
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001987321-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2168
Soi Zip Pct 200k Plus
0.0699
Soi Zip Returns 200k Plus
100
Soi Zip Total AGI
120,332
Fdic Zip Total Deposits
3,514,545,000
Fdic Zip Branch Count
68
Fdic Zip Top Banks
Security Bank, S.S.B.
Universal Savings Bank FA

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
826 N PLANKINTON AVE.SUITE 300MILWAUKEE, WI 53203
Business
826 N PLANKINTON AVE.SUITE 300MILWAUKEE, WI 53203
Edgar EIN
113662316
Edgar Recent Filings
13F-HR2026-04-22 · 0001987321-26-000002
13F-HR2026-01-27 · 0001987321-26-000001
Fdic Zip Branches Raw
Security Bank, S.S.B.Milwaukee, WI
St. Francis Bank, F.S.B.Wauwatosa, WI
Fdic Zip HHI
3583.05
Fdic Zip Top Bank Share Pct
53.09
Fdic Zip Year
2014
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-08T21:12:44Z
Rdap Domain Last Changed
2025-10-13T19:25:43Z
Rdap Nameservers
Ns1.wix.comNs2.wix.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,549
Returns270
Stub 2
AGI12,769
Returns340
Stub 3
AGI20,708
Returns340
Soi Zip Total Business Income
5,856
Soi Zip Total Cap Gains
2,373
Soi Zip Total Dividends
2,376
Soi Zip Total Returns
1,430
Top Owner CRD
1701154
Trust Company Affiliate
No

People (8)

8
SMETEK, IGNATIUS, LOUIS
IAR · Direct Owner · 87.5%
1701154
GRUENINGER, JILL, MARIE
IAR · Executive Officer · 2.5%
1692614
JOHNSON, MICHAEL, PAUL
IAR · Executive Officer · 2.5%
2276453
WEBER, WILLIAM, CHARLES
IAR · Executive Officer · 2.5%
1184153
MOSER, MARTIN, ALAN
IAR · Executive Officer · 2.5%
2659376
TURZA, SCOTT, IAN
IAR · Executive Officer · 2.5%
5793369
LoCoco, Joseph, Michael
IAR · Executive Officer · 2.5%
6683173
SMETEK, NANCY, MARIE
Executive Officer · 2.5%
5521828