Form D · Private Equity Fund
M&I Investment Partners III, Limited Partnership
Milwaukee, WI · CIK 0001488335
Offering snapshot reported Apr 19, 2010 · SEC filing
- Reported sold
- Yet to sell Offering amount: $50M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 19, 2010 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-140825
No selling commissions or fees are paid by the Issuer with respect to the solicitation of limited partnership interests.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None |
Source: Form D, filed Apr 19, 2010. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
INVESTMENT PARTNERS FUND III. LP
Investment adviser: BMO ASSET MANAGEMENT CORP.
- Gross asset value
- $21.4K
- Beneficial owners
- 16
- ADV minimum commitment
- $250K
Reported in Form ADV on Nov 8, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLEY VIRCHOW KRAUSE LLP
PCAOB 23
Filing source
Form ADV 1902344 · Nov 8, 2024 · Schedule D 7.B.(1), fund 805-3205956820
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| James F. Duca Ii | Director |
| Randall J. Erickson | Director |
| Allan R. Hosack | Director, Executive |
| Tommy O. Huie | Director, Executive |
| Kenneth C. Krei | Director, Executive |
| M&I Investment Partners Management, Llc M&I Investment Partners Management, Llc | Executive, Promoter |
| Daniel V. O'connell | Executive |
| M. Gayle Robinson | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Milwaukee, WI, 53202