Form D · Other Investment Fund
NIS Short Duration Fund, LLC
Milwaukee, WI · CIK 0002083766
Offering snapshot reported Jul 22, 2026 · SEC filing
- Reported sold
- $7.8M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 5, 2025 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
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, 2026 | Amendment | $7,800,000 | $0vs Sep 8, 2025 | 1 | SEC filing |
| Sep 8, 2025 | Initial | $7,800,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund, Other
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-556920
limited liability company interests
Source: Form D, filed Jul 22, 2026. 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
NIS SHORT DURATION FUND, LLC
Investment adviser: NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
- Gross asset value
- $7.14M
- Beneficial owners
- 1
- ADV minimum commitment
- $1M
Reported in Form ADV on May 1, 2026. 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
- No
- External marketing
- No
BAKER TILLY
PCAOB 23
Filing source
Form ADV 2101983 · May 1, 2026 · Schedule D 7.B.(1), fund 805-6620874021
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 Brooks | Director, Executive |
| Bartlett J. Mc Cartin Iii | Director, Executive |
| N/A N/A National Investment Services Of America, Llc | Executive, Promoter |
| Scott O. Van Lith | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Milwaukee, WI, 53202