AUMdb

Weinberg Capital Group, Inc.

SEC-registered Investment Adviser CRD 163661 · SEC file 802-75924 · Pepper Pike, OH · WEINBERGCAP.COM
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (9)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $85.4M combined gross assets

FundTypeDomicileGross assetsOwners
Fund Duck Private Equity Fund Delaware $36.0M 55
Fund Gear Private Equity Fund Delaware $14.0M 30
Fund Shaker Private Equity Fund Delaware $9.6M 27
Private Fund Ignition Private Equity Fund Delaware $8.4M 10
Fund Lake Private Equity Fund Ohio $5.8M 37
Fund Sangamon Private Equity Fund Ohio $3.7M 23
Fund Blue Private Equity Fund Ohio $3.6M 31
Fund Mitten Private Equity Fund Delaware $3.1M 24
Fund Prop Private Equity Fund Ohio $1.3M 4

Private funds (9, $85.4M gross assets)

FundTypeGross assetsMin. investmentOwners
Fund Duck Private Equity Fund $36.0M $0 55
Fund Gear Private Equity Fund $14.0M $0 30
Fund Shaker Private Equity Fund $9.6M $0 27
Private Fund Ignition Private Equity Fund $8.4M $0 10
Fund Lake Private Equity Fund $5.8M $0 37
Fund Sangamon Private Equity Fund $3.7M $0 23
Fund Blue Private Equity Fund $3.6M $0 31
Fund Mitten Private Equity Fund $3.1M $0 24
Fund Prop Private Equity Fund $1.3M $0 4

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.97 MB 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) ↗