Investment adviser · CRD 163559
MILWAUKEE CAPITAL, INC.
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 Oct 19, 2017
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FINANCIAL INSTITUTIONS OPPORTUNITY FUND, L.P.Hedge Fund · Last reported Oct 19, 2017$57.7MGross asset value
Form D fundraising filings
Financial Institutions Opportunity Fund, Limited Partnership
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-8623682143
- Reported beneficial owners
- 80
- Minimum commitment
- $100K
- Form D file number
- 021-134983
Form ADV 1141605 · Oct 19, 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: Oct 19, 2017. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
731 N. JACKSON STREET, SUITE 804MILWAUKEE, WI, 53202, United States
CRD 163559
Filing source
Form ADV 1141605 · Oct 19, 2017 · 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.