Lakeview Equity Partners LLC

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Assets, Funds, Holdings

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Lakeview Equity Partners LLC
CRD #163792
SEC #802-76690
CIK #
AUM
Employees
Phone414-732-2040
Address757 North Broadway
Milwaukee, WI 53202
Source [IAPD] [Website]
Total AUM ($)
1.00.80.60.40.20.02010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
PE UAS Lakeview Investment Company II LLC [2020-03-23] 2.5 6.5
PE UAS Lakeview Investment Company LLC [2018-03-20] 8.2 25.1
PE Lakeview Equity Partners II LP [2014-03-26] 36.6 17.0
PE Lakeview Equity Partners I LP 2012-05-09 2.7
AUM Breakdown Accounts AUM ($)
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 # Filings # Firms 2011 - 2025
W Velde 4
Joseph Cesarz 4
LEP Management II LLC 2
Manager Lep Management II LLC 1
Manager of Lep Management II LLC Lakeview Equity Partners LLC 1
Kent W 1
Lakeview Equity Partners LLC 1
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