Investment adviser · CRD 163792
LAKEVIEW EQUITY PARTNERS, LLC
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
MILWAUKEE, WI, United States · Form ADV filed Mar 26, 2021
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
LAKEVIEW EQUITY PARTNERS II, L.P.Private Equity Fund · Last reported Mar 26, 2021$17MGross asset value
Form D fundraising filings
Lakeview Equity Partners II, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY VIRCHOW KRAUSE, LLP
PCAOB 23
Fund details & source
- Fund ID
- 805-8125199655
- Reported beneficial owners
- 57
- Minimum commitment
- $250K
- Form D file number
- 021-183552
Form ADV 1515458 · Mar 26, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
UAS LAKEVIEW INVESTMENT COMPANY, LLCPrivate Equity Fund · Last reported Mar 23, 2020$25.1MGross asset value
Form D fundraising filings
UAS Lakeview Investment Company, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY VIRCHOW KRAUSE, LLP
PCAOB 23
Fund details & source
- Fund ID
- 805-2493632847
- Reported beneficial owners
- 45
- Minimum commitment
- $250K
- Form D file number
- 021-280476
Form ADV 1393343 · Mar 23, 2020 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
UAS LAKEVIEW INVESTMENT COMPANY II LLCPrivate Equity Fund · Last reported Mar 23, 2020$6.49MGross asset value
Form D fundraising filings
UAS Lakeview Investment Co II, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAKER TILLY VIRCHOW KRAUSE, LLP
PCAOB 23
Fund details & source
- Fund ID
- 805-6083853717
- Reported beneficial owners
- 47
- Minimum commitment
- $250K
- Form D file number
- 021-331758
Form ADV 1393343 · Mar 23, 2020 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LAKEVIEW EQUITY PARTNERS I, L.P.Private Equity Fund · Last reported Mar 30, 2017$2.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-8097449192
- Reported beneficial owners
- 53
- Minimum commitment
- $250K
- Form D file number
- 021-80922
Form ADV 1084797 · Mar 30, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 26, 2021. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
757 NORTH BROADWAY, SUITE 400MILWAUKEE, WI, 53202, United States
CRD 163792
Filing source
Form ADV 1515458 · Mar 26, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.