ENVEST MICROFINANCE COOPERATIVE
Adviser information for ENVEST MICROFINANCE COOPERATIVE last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wisconsin, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-130084 |
|---|---|
| SEC ERA File Number | 802-130084 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162186 |
| Legal Entity Identifier | None |
Principal Office
621 N SHERMAN AVENUESUITE B19
MADISON
WI
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 608-216-9898, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ENVEST MICROFINANCE FUND, LLC | DEBT INVESTMENTS | $9.0M | $0.0M | 83 |
| ENVEST PLUS, LLC | DEBT INVESTMENTS | $1.6M | $0.1M | 7 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BISHOP, JON, A. | Individual | – | DIRECTOR, CEO | 02/2006 | < 5% |
| GIEGEL, JOHN | Individual | – | DIRECTOR | 02/2006 | < 5% |
| ORTHWEIN, WAYNE, LYNN | Individual | – | DIRECTOR, SECRETARY | 09/2017 | < 5% |
| EGOLF, KEVIN | Individual | – | DIRECTOR, TREASURER | 09/2020 | < 5% |
| PANEK, SYLVIA, VERONICA | Individual | – | DIRECTOR, PRESIDENT | 09/2020 | < 5% |
| KASEREGENYI, RUTH | Domestic Entity | – | DIRECTOR | 09/2023 | < 5% |