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MENDOTA FINANCIAL GROUP, LLC

Other · MADISON, WI

AUM
$943K
Portfolio companies
Recorded deals
Last investment

Key facts

  • MENDOTA FINANCIAL GROUP, LLC is a other based in MADISON, WI.
  • MENDOTA FINANCIAL GROUP, LLC reports $943K in regulatory assets under management, per its SEC Form ADV (2026-03).

Registered with the SEC

Form ADV · 2026-03 · CRD 136294
Regulatory AUM
$943K
Private fund assets
Private funds
Staff
5
Registered office
MADISON, WI
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for MENDOTA FINANCIAL GROUP, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is MENDOTA FINANCIAL GROUP, LLC's AUM?
MENDOTA FINANCIAL GROUP, LLC manages approximately $943K in assets.