Agility Multi-Asset Income Fund of MILWAUKEE, WI, a pooled investment fund, filed a Form D amendment with the SEC on 2023-07-28. $742.1M was reported sold. Industry: Pooled Investment Fund.
Showing 25 of 72 people.
| Name | Role | Location |
|---|---|---|
| N/A Perella Weinberg Partners Capital Management, LP | Promoter | New York, NY |
| David G Lee | Director | Milwaukee, WI |
| Gary E Shugrue | Director | Milwaukee, WI |
| Terrance P Gallagher | Director | Milwaukee, WI |
| Robert G Seyferth | Director | New York, NY |
| Kent E Muckel | Executive Officer | New York, NY |
| Philip W Alfonsin | Executive Officer | New York, NY |
| N/A Cerity Partners OCIO LLC. | Promoter | New York, NY |
| Ann W Maurer | Executive Officer | Milwaukee, WI |
| Bernadette W Murphy | Executive Officer | Chadds Ford, PA |
| N/A Perella Weinberg Partners Captial Management, LP | Promoter | New York, NY |
| Perpetua W Seidenberg | Executive Officer | Chadds Ford, PA |
| N/A Wells Fargo Investment Institute, Inc. | Promoter | Charlotte, NC |
| Michael Roman | Executive Officer | Boston, MA |
| N/A P Wells Fargo Investment Institute, Inc. | Promoter | Charlotte, NC |
| Britta Perkio Patterson | Director | Charlotte, NC |
| Britta Perkio Patterson | Executive Officer | Charlotte, NC |
| Adam I Taback | Director | Charlotte, NC |
| Adam I Taback | Executive Officer | Charlotte, NC |
| Sean I Nicolosi | Executive Officer | Boston, MA |
| Michael Perkio Roman | Executive Officer | Boston, MA |
| Sean F Nicolosi | Executive Officer | Boston, MA |
| James I Dean | Director | Charlotte, NC |
| Michael I Roman | Executive Officer | Boston, MA |
| James I Dunn | Director | Charlotte, NC |
| Filed | Form | Offering | Sold |
|---|---|---|---|
| 2024-07-26 | D | — | $742.9M |
| 2022-07-28 | D/A | — | $741.1M |
| 2021-07-28 | D/A | — | $736.6M |
| 2020-07-29 | D/A | — | $733.0M |
| 2019-08-05 | D/A | — | $726.1M |
| 2018-09-25 | D/A | — | $687.9M |
| 2017-08-16 | D/A | — | $655.4M |
| 2016-08-26 | D/A | — | $644.4M |
| 2014-12-23 | D/A | — | $533.4M |
| 2014-09-25 | D/A | — | $496.4M |
| 2013-12-18 | D/A | — | $315.3M |
| 2012-12-18 | D/A | — | $269.1M |
| 2011-12-28 | D/A | — | $152.2M |
| 2011-08-29 | D/A | — | $152.2M |
| 2010-09-03 | D | — | — |