Form D · Private Equity Fund

UAS Lakeview Investment Co II, LLC

Milwaukee, WI · CIK 0001764801

Offering snapshot reported Jan 30, 2019 · SEC filing

Reported sold
$2.46M
Offering amount: $2.46M
Investors reported
47
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 17, 2019
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 30, 2019Initial$2,458,316No comparison47SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-331758

Source: Form D, filed Jan 30, 2019. 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

UAS LAKEVIEW INVESTMENT COMPANY II LLC

Investment adviser: LAKEVIEW EQUITY PARTNERS, LLC

Gross asset value
$6.49M
Beneficial owners
47
ADV minimum commitment
$250K

Reported in Form ADV on Mar 23, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BAKER TILLY VIRCHOW KRAUSE, LLP MILWAUKEE, Wisconsin, United States
Custodian PARK BANK MILWAUKEE, Wisconsin, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BAKER TILLY VIRCHOW KRAUSE, LLP
PCAOB 23

Filing source

Form ADV 1393343 · Mar 23, 2020 · Schedule D 7.B.(1), fund 805-6083853717

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
Lep Management Ii, Llc Executive, Promoter
Kent Velde W. Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
757 N. Broadway Suite 400
Milwaukee, WI, 53202