Significance Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,835,474
Clients
0
Advisors
3
across 3 offices
About
Significance Capital Management LLC is a registered independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth individuals and serves as sub-adviser to the Significance Capital Enhanced Alpha ETF. The firm reports $3,835,474 in discretionary assets under management and generally requires a $200,000 account minimum, subject to waiver.
The firm manages client accounts using its Enhanced Alpha Strategy, which tactically allocates among large-cap equities with defensive or growth orientations and relies on fundamental, quantitative, factor and technical analysis, proprietary style research, and optimization tools. Significance Capital may hold individual equities and exchange-traded funds and uses third‑party data and vendors to support its analysis and execution.
The firm’s brochure discloses features that are atypical for small independent advisers: it provides performance-related materials—including predecessor performance and third‑party ratings and performance results—and it acts as a sub‑adviser to an ETF. The brochure also describes custodial relationships that provide institutional services and research support, creating potential operational and conflict-of-interest considerations that differ from many peers with similar asset levels.
Client services
Expertise
Fee options
0.60% annually for all accounts (maximum fees, fees are negotiable)
Account minimum: $200,000
Main office
See office250 E Wisconsin Avenue, Suite 1500
Milwaukee WI 53202
Advisors at this office
1
Offices (3)
Most active in
Illinois · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Dillon H
CFA®, Series 63
Chicago, IL
Significance Capital Management LLC
Dillon Hoover is a CFA® charterholder with four years of industry experience. He is currently an advisor at Significance Capital Management LLC and previously worked at CastleArk Management and Spot Trading L.L.C. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm employs an Enhanced Alpha Strategy that combines fundamental, quantitative, factor, and technical analysis to manage large-cap equity allocations, and also serves as a sub-adviser to the Significance Capital Enhanced Alpha ETF.
Ryan I
CFA®, Series 63
Milwaukee, WI
Significance Capital Management LLC
Ryan Isherwood is a CFA® charterholder and financial advisor at Significance Capital Management LLC with two years of industry experience. Prior to joining Significance Capital, he worked at Calamos Investments for five years and Timpani Capital Management for eleven years. Outside of advising, he is involved in men's health clinics as an owner and corporate secretary. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients and serves as a sub-adviser to the Significance Capital Enhanced Alpha ETF. The firm employs an Enhanced Alpha Strategy that combines fundamental, quantitative, factor, and technical analysis to manage large-cap equity portfolios using proprietary style research and optimization tools.
Michael K
CFA®
Brookfield, IL
Significance Capital Management LLC
Michael Klenn is a CFA® charterholder with one year of experience currently with Significance Capital Management LLC. He previously worked at Allspring Global Investments for three years and Calamos Investments for two years, with prior roles at Timpani Capital Management and periods of unemployment. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm employs its Enhanced Alpha Strategy, which tactically allocates among large-cap equities using a combination of fundamental, quantitative, factor, and technical analyses, and serves as sub-adviser to the Significance Capital Enhanced Alpha ETF.
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