NIS Preferred Stock Fund II, LLC is a hedge fund based in Milwaukee, Wisconsin. According to its most recent Form D, filed Oct 23, 2025, the fund has sold $647,479,889 of interests to 104 investors since its first sale in Apr 2002. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Bartlett McCartin III; Robert Brooks; Scott Van Lith.
Performance
No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to HedgeMountain directly.
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- Total raised
- $647,479,889Cumulative sales reported on Form D
- Investors
- 104
- First sale
- Apr 14, 2002
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Bartlett McCartin III; Robert Brooks; Scott Van Lith
- Latest Form D
- Oct 23, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and HedgeMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures
Size compared with every hedge fund
Raised more than 93% of the 30 hedge funds based in Wisconsin, and more than 85% of all 10,157 that report sales.