Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
134280487
SEC advisor number
801-63189
FINRA CRD number
131668
AUM ?
$416.09 mm
(as of 20 Feb 24)
Accounts
1,395
(as of 20 Feb 24)
Employees
5
(5 investment advisory or research)
Address
Poehling Capital Management
525 JUNCTION RD.
SUITE 8900
MADISON
WI 53717
525 JUNCTION RD.
SUITE 8900
MADISON
WI 53717
Phone
6086649600
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21