# M&I INVESTMENT MANAGEMENT CORP.

M&I INVESTMENT MANAGEMENT CORP. of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 109802
- Type: SEC-registered investment adviser
- SEC file number: 801-9118
- Location: 111 EAST KILBOURN AVENUE, MILWAUKEE, WI, 53202
- Phone: 414-287-7300
- Latest filing: 2012-05-30
- Regulatory AUM: $21.6B
- Discretionary AUM: $21.6B
- Clients: 51
- Accounts: 1,561

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| HOCH LORI KACZYNSKI | SECRETARY | — |
| SCHULZ DAVID WALTER | PRESIDENT AND DIRECTOR | — |
| O'NEILL THOMAS JAMES | DIRECTOR | — |
| KREI KENNETH CHARLES | CHIEF EXECUTIVE OFFICER AND DIRECTOR (01/2005); DIRECTOR; PRESIDENT (06/2004) AND DIRECTOR (7/2003) | — |
| KAMINSKI DANIEL LEE | SECRETARY AND CHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND DIRECTOR (01/2005); VICE PRESIDENT, CHIEF FINANCIAL OFFICER, SECRETARY AND DIRECTOR (01/2005) | — |
| NEAL CAROL ANN | DIRECTOR | — |
| HUIE TOMMY ON | PRESIDENT AND CHIEF INVESTMENT OFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER AND DIRECTOR (01/2005) | — |
| WASZAK DARYL | DIRECTOR | — |
| HIMSTREET JEFFREY OTIS | VICE PRESIDENT AND CHIEF LEGAL OFFICER; VICE PRESIDENT,CHIEF LEGAL OFFICER, SECRETARY & DIRECTOR | — |
| PALMER ANGELA MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & VICE PRESIDENT (01/2007); CHIEF COMPLIANCE OFFICER & VICE PRESIDENT (01/2007) & ASSISTANT SECRETARY (2010) | — |
| BILLICK BROOKE JAY | SECRETARY | — |
| COSTELLO ELLEN MARIE | DIRECTOR | — |
| DUCA JAMES FRANCIS | DIRECTOR | — |
| GEHL CAROL ANN | CHIEF COMPLIANCE OFFICER | — |
| VASQUEZ JO MASSEY | VICE PRESIDENT AND CONTROLLER | — |
| PINGEL ANGELA LYNNE | SECRETARY AND VICE PRESIDENT | — |
| MCINERNEY BARRY SEAN | CHIEF EXECUTIVE OFFICER AND DIRECTOR | — |
| HOSACK ALLAN ROBERT | SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | — |
| ROBINSON MARTHA GAYLE | SENIOR VICE PRESIDENT AND GENERAL COUNSEL | — |
| D'ANGELO JULIE ANNE | SECRETARY AND VICE PRESIDENT | — |
| HATFIELD MICHAEL ALLEN | SECRETARY | — |
| EWIG PAUL HAROLD | SECRETARY AND CFO; TREASURER | — |
| WILLIAMS JEFFREY VERNON | DIRECTOR | — |
| KELLNER JACK FREDERICK | DIRECTOR | — |
| BIRNBAUM MORRY LEO | DIRECTOR | — |


## Private funds (7)

Mix: Liquidity Fund 1 · Hedge Fund 2 · Other Private Fund 1 · Private Equity Fund 2 · Real Estate Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| M&I SECURITIES LENDING FUND, LLC | Liquidity Fund | — | 42 | $3.8B | $25.0M |
| ROYALTY INVESTMENT FUND LP | Other Private Fund | — | 53 | $27.1M | $250K |
| M&I MULTI-STRATEGY FUND, LP | Hedge Fund | — | 38 | $26.1M | $250K |
| M&I INVESTMENT PARTNERS I, LIMITED PARTNERSHIP | Private Equity Fund | — | 20 | $9.3M | $500K |
| M&I INVESTMENT PARTNERS III LIMITED PARTNERSHIP | Private Equity Fund | — | 16 | $8.3M | $250K |
| M&I TAX-EXEMPT MULTI-STRATEGY , LP | Hedge Fund | — | 16 | $7.0M | $250K |
| DIVERSIFIED REAL ESTATE INCOME FUND LP | Real Estate Fund | — | 0 | — | — |


## Fund service providers (1)

- administrator: MARSHALL & ILSLEY TRUST COMPANY N.A. — 7 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109802/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109802/similar
- Related entities: https://search.stillhousedata.com/firm/109802/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109802

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.