Wis Growth Partners – Fund Data

Private Funds

Wis Growth Partners

Wis Growth Partners is a other private fund operated by Weik Investment Services, Inc and has approximately $17.1 million in assets. The current minimum investment for Wis Growth Partners is $200000. Management owns just 9 percent of the fund.

Wis Growth Partners Overview

Fund Type: other private  Wis Growth Partners is a other private fund

Private Fund ID: 805-9700973581 Wis Growth Partners has a private fund ID of 805-9700973581

Fund Manager: Weik Investment Services, Inc (Crd# 107068)

Registered Location: Pennsylvania, United States

Total Assets: $17.1 million

Minimum Investment: $200000

Private Funds Managed by Weik Investment Services, Inc (2): Wis Small Cap Partners, Wis Growth Partners

Wis Growth Partners Details

Subadviser: No Is Wis Growth Partners a subadviser

Other Investment Advisers: No other investment advisors

Solicited: No  Does Wis Growth Partners solicit investments?

Rely on Reg D Exemption: Yes  Does Wis Growth Partners have a Reg D exemption?

Audited: Yes  Does Wis Growth Partners shave audited financial statements?

Master Fund: Yes  Is Wis Growth Partners a master fund?

Feeder Fund: No  Is Wis Growth Partners a feeder fund?

GAAP: Yes 

Beneficial Owners: 31  31 has 31 beneficial owners.

Management Ownership: 9% 

Fund of Fund Ownership: 0%  

Non-US Ownership: 0%  Non-US ownership in Wis Growth Partners

Auditor(s): Baker Tilly Virchow Krause, LLP

Broker-Dealer(s):

Custodian(s): Branch Banking And Trust Company

Administrator(s):

Wis Growth Partners Charts and Graphs

Total AUM: $17.1 million

column_171}total assets are $17.1 million

Rank: 19576 out of 30967 registered private funds

Minimum Investment: $200000

Wis Growth Partnershas a minimum investment of $200000.

Rank: 17867 out of 30967 registered private funds

Management Ownership: 9%

Wis Growth Partners is9% owned by its management.

Rank: 8785 out of 30967 registered private funds

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