Form D · Other Investment Fund

MKH Investment LLC

Milwaukee, WI · CIK 0001648718

Offering snapshot reported Jul 22, 2015 · SEC filing

Reported sold
$19.5M
Offering amount: $35M
Investors reported
3
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jul 8, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 22, 2015Initial$19,500,000No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C.1, 3C
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-244237
$1,500,000 of the "total amount sold" was sold under Regulation D. The remaining amount of $18,000,000 was sold under Regulation S.

Source: Form D, filed Jul 22, 2015. 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

MKH INVESTMENT LLC

Investment adviser: FIRSTPATHWAY PARTNERS LLC

Gross asset value
$35.3M
Beneficial owners
71
ADV minimum commitment
$500K

Reported in Form ADV on Apr 3, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian TOWN BANK HARTLAND, Wisconsin, United States Related to adviser: No
Marketer SEE MISCELLANEOUS BEIJING, China Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes
Filing source

Form ADV 1204350 · Apr 3, 2018 · Schedule D 7.B.(1), fund 805-7309171126

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.

People and organizations reported in Form D filings
NameReported role
Robert William Kraft Executive
Daniel Wycklendt Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
311 E. Chicago Suite 510
Milwaukee, WI, 53202