Envest Microfinance Cooperative

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Assets, Funds, Holdings

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Envest Microfinance Cooperative
CRD #162186
SEC #802-74836
CIK #
AUM
Employees
Phone608-216-9898
Address621 N Sherman Avenue
Madison, WI 53704
Source [IAPD] [Website]
Total AUM ($)
1.00.80.60.40.20.02009201420192025
Type Form D Funds Date Sold AUM
Other Envest Plus LLC 2024-01-31 1.6 M
Other Envest Microfinance Fund LLC [2013-02-26] 0.8 M 9.0 M
Filed 2012-12-13 (D/A) · Exemption 506, 3(c), 3(c)(1), 3(c)(4), 3(c)(6) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
Other Envest Microfinance Cooperative [2012-03-23] 0.1 M 0.1 M
Offered $5,000,000 · Filed 2011-08-08 (D/A) · Exemption 506, 4(6) · Minimum $25,000 · Remaining $4,919,164 · Duration One year or less · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors Role # Filings # Firms 2011 - 2026
Jon Bishop Executive Officer 11 2
John Giegel Director 7 2
Francisco Aguilar Director 5 2
Kathy Hankard Director 4 2
Paul Sager Director 4 2
Sergio Loureiro Director 1 1
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