CAPITAL MIDWEST ADVISORS II, LLC

Adviser information for CAPITAL MIDWEST ADVISORS II, LLC last updated from Form ADV on February 6th, 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 Limited Liability Company
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
Other Business Activities VENTURE CAPITAL ADVISOR

Identifiers

SEC RIA File Number 802-76824
SEC ERA File Number 802-76824
SEC CIK Numbers None
SEC CRD Numbers 164385
Legal Entity Identifier None

Principal Office

10556 NORTH PORT WASHINGTON ROAD
SUITE 201
MEQUON
WI
United States
Monday - Friday, 9-5
Tel: 414-453-4488, Fax: 414-453-4831

Chief Compliance Officer

None

Industry Affiliates

GODFREY & KAHN Lawyer or law firm
JENDRACH AND ASSOCIATES Accountant or accounting firm
SCHUMACHER SAMA LLC Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CAPITAL MIDWEST FUND II, LP Venture Capital Fund $34.8M $0.3M 72

Control Persons

Name Type Entity Title Since Ownership
EINHORN, STEPHEN, EDWARD Individual GENERAL PARTNER 04/2009 25-50%
EINHORN, DANIEL, LEE Individual GENERAL PARTNER 04/2009 25-50%
VITANGCOL, ALVIN, DATU-ON Individual GENERAL PARTNER 04/2009 10-25%

No. Employees, Historic

0002020202120222023202420250 on 2/20/20200 on 3/4/20210 on 5/2/20220 on 5/4/20220 on 7/3/20230 on 2/6/2024