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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 22, 2015 | Initial | $19,500,000 | No comparison | 3 | SEC 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
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.
| Name | Reported role |
|---|---|
| Robert William Kraft | Executive |
| Daniel Wycklendt | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Milwaukee, WI, 53202