The Wicks Group Of Companies Iii, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $135M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wicks Capital Partners Iv, L.P. | Private Equity Fund | Delaware | $135M | 43 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Klosk, Craig, Bruce | Managing Member | Jan 1989 (38y) | 25% – 50% | |
| Black, Daniel, Lamarr | Managing Member | Jun 2003 (23y) | 25% – 50% | |
| Vonzuben, Max, Morrell | Managing Member | Jul 2004 (22y) | Less than 5% | |
| Kortick, Daniel, Mark | Managing Member, Chief Compliance Officer | Nov 2005 (21y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $135M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wicks Capital Partners Iv, L.P. | Private Equity Fund | $135M | $5.0M | 43 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 593 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗