Jeremy Paul Schwab

Employer firm

Sugar Maple Asset Management, LLC CRD 282632

$292M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Sugar Maple Asset Management, Llc
  Neenah, WI
• 12/2020 → Present
  Cavu Capital Partners
  Sister Bay, WI

Previous Registrations

• 2011-10-11 → 2016-02-03
  Lpl Financial Llc
  Green Bay, WI
  Sturgeon Bay, WI
  Sturgeon Bay, WI
• 2013-09-18 → 2016-01-20
  Admiral Asset Management, Llc
  Sturgeon Bay, WI
• 2010-10-07 → 2011-10-11
  Uvest Financial Services Group, Inc.
  Greenbay, WI
• 2005-02-23 → 2009-07-17
  Baker Tilly Investment Advisors
  Madison, WI

Other Businesses

CAVU Capital Partners President 2580 S Bay Shore Drive Suite D Sister Bay, WI 54234 Relationship began in December of 2020 The business is a private fund Jeremy works approximately 10-15 hours a month; approximately 10-15 hours a month are during trading hours Jeremy is the owner of the business and directs employees

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-29
• S63 Uniform Securities Agent State Law Examination
  1998-09-11

Designations

• Certified Financial Planner