SourcingSourcing

BLACKHAWK CAPITAL PARTNERS, LLC

B54
CRD 158020·SEC 801-81107·THIENSVILLE, WI
AUM
$452.0M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLACKHAWK CAPITAL PARTNERS, LLC
CRD
158020
SEC file #
801-81107
EIN
452341486
DBA names
—

Economics

AUM
$452.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$142.4M → $452.0M▲ +217%
Client mix
Individuals High Net Worth162
Individuals Other145
Corporations19
Pension Profit Sharing Plans16

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
THIENSVILLE WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
facebook.com(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PERLBERG, KEVIN, BLAKE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PERLBERG, KEVIN, BLAKE
TENDICK, DONALD, WILLIAM
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
fallback_guess:blackhawk.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
49,991
Form 5500 Compensation Trajectory 3y
202549,991
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
49,991
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001582561
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2018-02-12
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001104659-26-055529
Edgar Former Names
Blackhawk Capital Partners LLC.

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
167 S. MAIN ST.THIENSVILLE, WI 53092
Business
167 S. MAIN ST.THIENSVILLE, WI 53092
Edgar EIN
452341486
Edgar Recent Filings
13F-HR2026-05-05 · 0001104659-26-055529
13F-HR2026-02-04 · 0001104659-26-010115
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1424365
Trust Company Affiliate
No

People (7)

7
PERLBERG, KEVIN, BLAKE
IAR · Direct Owner · 87.5%
1424365
TENDICK, DONALD, WILLIAM
IAR · Direct Owner · 17.5%
4456078
SUSAN SHOKES BROUSSEAU
IAR
1020604
Mario James DiVenere
IAR
7568921
MATTHEW Stephen KRUELLE
IAR
7131096
CHRISTOPHER DAVID NEI
IAR
4910044
PATRICK JOHN RETZER
IAR
1718585