Investment adviser · CRD 105960

TRUSTAGE INVESTMENT MANAGEMENT

Investment adviser filing (IA)

MEMBERS CAPITAL ADVISORS, INC.

MADISON, WI, United States · Form ADV filed Sep 9, 2026

Regulatory AUM
$39.5B
Form ADV · Item 5.F
Client accounts
349
Accounts, not individual clients
Employees
62
Reported in this filing
Advisory professionals
41
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Insurance companies8$29,894,425,87475.8%
Retirement plans331$6,476,322,86016.4%
Corporations & businesses10$3,088,832,0757.8%
Filing source

Form ADV 2131588 · Sep 9, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MCA FUND V LPPrivate Equity Fund · Last reported Sep 9, 2026$1.03BGross asset value
Fund administrator HAMILTON LANE BALA CYNWYD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8068456841
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 2131588 · Sep 9, 2026 · 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.

MCA FUND IV LPPrivate Equity Fund · Last reported Sep 9, 2026$964MGross asset value
Fund administrator HAMILTON LANE BALA CYNWYD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-3448168933
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 2131588 · Sep 9, 2026 · 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.

MCA FUND VI LPPrivate Equity Fund · Last reported Sep 9, 2026$440MGross asset value
Fund administrator HAMILTON LANE BALA CYNWYD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-4872569657
Reported beneficial owners
4
Minimum commitment
$0

Form ADV 2131588 · Sep 9, 2026 · 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.

MCA FUND III LPPrivate Equity Fund · Last reported Sep 9, 2026$435MGross asset value
Fund administrator HAMILTON LANE BALA CYNWYD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-5851639788
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 2131588 · Sep 9, 2026 · 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.

MCA FUND II LPPrivate Equity Fund · Last reported Sep 9, 2026$117MGross asset value
Fund administrator HAMILTON LANE BALA CYNWYD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-9562269248
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 2131588 · Sep 9, 2026 · 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.

MCA FUND I LPPrivate Equity Fund · Last reported Sep 9, 2026$42.5MGross asset value
Fund administrator HAMILTON LANE BALA CYNWYD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-5290870499
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 2131588 · Sep 9, 2026 · 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: Sep 9, 2026. View historical filings

Reported services

Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

5910 MINERAL POINT RD
MADISON, WI, 53705, United States

CRD 105960

Filing source

Form ADV 2131588 · Sep 9, 2026 · 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.