Wis Small-Cap Partners

Wis Small-Cap Partners is an alternative asset fund operated by Weik Investment Services, Inc and has approximately $13.1 million in assets. The current minimum investment for Wis Small-Cap Partners is $100000. Management owns just 6 percent of the fund.

Wis Small-Cap Partners Overview

Fund Type: other private  Wis Small-Cap Partners is a other private fund

Private Fund ID: 805-3382795353 Wis Small-Cap Partners has a private fund ID of 805-3382795353

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

Registered Location: Pennsylvania, United States

Total Assets: $13.1 million

Minimum Investment: $100000

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

Wis Small-Cap Partners Details

Subadviser: No Is Wis Small-Cap Partners a subadviser

Other Investment Advisers: No other investment advisors

Solicited: No  Does Wis Small-Cap Partners solicit investments?

Rely on Reg D Exemption: Yes  Does Wis Small-Cap Partners have a Reg D exemption?

Audited: Yes  Does Wis Small-Cap Partners shave audited financial statements?

Master Fund: Yes  Is Wis Small-Cap Partners a master fund?

Feeder Fund: No  Is Wis Small-Cap Partners a feeder fund?

GAAP: Yes 

Beneficial Owners: 40  40 has 40 beneficial owners.

Management Ownership: 6% 

Fund of Fund Ownership: 0%  

Non-US Ownership: 0%  Non-US ownership in Wis Small-Cap Partners

Auditor(s): Baker Tilly Virchow Krause, LLP

Broker-Dealer(s):

Custodian(s): Branch Banking And Trust Company

Administrator(s):

Wis Small-Cap Partners Charts and Graphs

Total AUM: $13.1 million

column_171}total assets are $13.1 million

Rank: 20707 out of 30967 registered private funds

Minimum Investment: $100000

Wis Small-Cap Partnershas a minimum investment of $100000.

Rank: 18656 out of 30967 registered private funds

Management Ownership: 6%

Wis Small-Cap Partners is6% owned by its management.

Rank: 10154 out of 30967 registered private funds