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Private equityFirmfund of funds · probablemiddle market

Trustage Investment Management

Private Equity

Madison, WI

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Search this name across graphsid dfx:pe:c020909c-ec5a-404d-b9c5-c91ff5a1a5b7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 44
Dated events: 40
On other graphs: 3
Observed: Sep 13, 2026 to Sep 15, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Trustage Investment Management

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

TRUSTAGE INVESTMENT MANAGEMENT

Registered adviser · shared crd

Allocatorsidentity

Trustage Investment Management

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 6
PE funds: 6
Vintages: 2018 to 2023
PE GAV, 2024 filing: $2.4Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $35B
Investments: 0
Active investments: 0
Size band: MIDDLE MARKETderivedproxy: $2.42bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Stated sectors: financial_services
Latest ADV filing: Mar 26, 2024
Employees (ADV): 64
Website: cunamutual.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
MCA Fund VI LP	2023	Unknown	Private Equity Fund	n/a	$135,718
MCA Fund V LP	2020	Active deployment	Private Equity Fund	n/a	$566M
MCA Fund IV LP	2018	Mature	Private Equity Fund	n/a	$1.0B
MCA Fund I LP	2018	Harvest	Private Equity Fund	n/a	$73.7M
MCA Fund III LP	2018	Mature	Private Equity Fund	n/a	$577M
MCA Fund II LP	2018	Harvest	Private Equity Fund	n/a	$178M

Relationships

Employs (36)

→ Michael G. ValentinePersonPresident & CEO, Baxter Credit Union
factThe subject's own site
→ Glenn R. RichterPersonCo-founder and Managing Director, 1414 Ventures
factThe subject's own site
→ John O. LarsenPersonRetired Executive Chairman and Board Chair, Alliant Energy Corporation
factThe subject's own site
→ Stephanie BushPersonRetired Insurance Executive, The Hartford
factThe subject's own site
→ Kevin Charles CoombePersonVice President - Managing Director - Investments
Aug 1, 2021 to presentfactForm ADV
→ Stan J van AartsenPersonVice President - Managing Director - Investments
Aug 1, 2021 to presentfactForm ADV
→ Jason Theodore MicksPersonVice President - Managing Director - Investment Research
Jul 1, 2019 to presentfactForm ADV
→ Benjamin T WydickPersonSenior Vice President - Chief Risk Officer
Sep 1, 2021 to presentfactForm ADV
→ Anne Marie FinucanePersonSenior Vice President And Managing Director, Deputy Chief Investment Officer- - Investments
Sep 1, 2021 to presentfactForm ADV
→ Brian J BorakovePersonTreasurer
Dec 1, 2012 to presentfactForm ADV
→ Allen Randolph CantrellPersonVice President - Managing Director - Investments
Feb 1, 2012 to presentfactForm ADV
→ AMY M CameronPersonPresident, Executive Vice President And Chief Investment Officer
Sep 1, 2021 to presentfactForm ADV
→ Thomas C JensenPersonVice President - Managing Director - Investments
Jul 1, 2019 to presentfactForm ADV
→ Thomas James WebberPersonVice President, Managing Director - Investments
Feb 1, 2012 to presentfactForm ADV
→ Barth Thomas ThomasPersonSecretary, Vice President And Director
Dec 1, 2023 to presentfactForm ADV
→ Melissa M HaberstichPersonChief Compliance Officer
Jan 1, 2023 to presentfactForm ADV
→ Steven J LyonsPersonVice President - Managing Director - Investments
Aug 1, 2021 to presentfactForm ADV
→ Paul Joseph ChongPersonSenior Vice President
Jun 1, 2016 to Jul 24, 2020inferenceForm ADV
→ Steven R SuleskiPersonSecretary And Director
Oct 1, 2011 to Jan 15, 2019inferenceForm ADV
→ Timothy Sullivan HalevanPersonChief Compliance Officer
Jan 1, 2009 to Sep 7, 2018inferenceForm ADV
→ Kurt Yuan-Jinn LinPersonVice President, Managing Director - Investments
Feb 1, 2012 to Mar 30, 2018inferenceForm ADV
→ Jason Alan PisarikPersonDirector
Dec 1, 2012 to Sep 14, 2017inferenceForm ADV
→ John William PetchlerPersonVice President Managing Director-Investments
Mar 1, 2012 to Aug 12, 2016inferenceForm ADV
→ Scott Ray PowellPersonSenior Vice President, Sr. Managing Director-Public Investments
Apr 1, 2012 to Mar 29, 2016inferenceForm ADV
→ Christopher CopelandPersonDirector
Jan 1, 2015 to Jan 19, 2016inferenceForm ADV
→ John Reed FieldsPersonSenior Vice President, Senior Managing Director-Private Investments
Apr 1, 2012 to Jan 19, 2016inferenceForm ADV
→ Thomas Joseph MerfeldPersonSenior Vice President
Feb 1, 2012 to Jan 19, 2016inferenceForm ADV
→ David Paul MarksPersonPresident And Director
Sep 1, 2005 to Jan 19, 2016inferenceForm ADV
→ Stephen Wayne KoslowPersonDirector
May 1, 2011 to Mar 17, 2015inferenceForm ADV
→ Carolyn Anne JahnkePersonAssistant Secretary
Mar 1, 2010 to Mar 17, 2015inferenceForm ADV
and 6 more

Manages (6)

→ MCA Fund VI LPFundPrivate Equity Fund
Mar 23, 2023 to presentfactForm ADV
→ MCA Fund II LPFundPrivate Equity Fund
Mar 30, 2018 to presentfactForm ADV
→ MCA Fund III LPFundPrivate Equity Fund
Mar 30, 2018 to presentfactForm ADV
→ MCA Fund IV LPFundPrivate Equity Fund
Mar 30, 2018 to presentfactForm ADV
→ MCA Fund I LPFundPrivate Equity Fund
Mar 30, 2018 to presentfactForm ADV
→ MCA Fund V LPFundPrivate Equity Fund
Mar 25, 2020 to presentfactForm ADV

Owns (1)

← Cuna Mutual Investment CorporationFirm100% Owner
Jun 1, 2008 to presentfactForm ADV

Dated events

6 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 4, 2024
Person left
Paul Damien Barbato (Secretary And Vice President) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Dec 1, 2023
Person joined
Barth Thomas Thomas joined Schedule A of Trustage Investment Management as Secretary And Director
Form ADVobserved 5 days ago
Occurred
Mar 23, 2023
Person left
John Monroe Landers (Chief Compliance Officer) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Jan 1, 2023
Person joined
Melissa M Haberstich joined Schedule A of Trustage Investment Management as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Mar 18, 2022
Person left
David Gilbert Brown (Chairman, Executive Vice President) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Oct 6, 2021
Person left
Christopher Copeland (Senior Vice President, Director) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Oct 6, 2021
Person left
Stuart Michael Rossmiller (Vice President, Director - Investment Research) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Aug 1, 2021
Person joined
Kevin Charles Coombe joined Schedule A of Trustage Investment Management as Vice President - Managing Director - Investments
Form ADVobserved 5 days ago
Occurred
Aug 1, 2021
Person joined
Stan J van Aartsen joined Schedule A of Trustage Investment Management as Vice President - Managing Director - Investments
Form ADVobserved 5 days ago
Occurred
Aug 1, 2021
Person joined
Steven J Lyons joined Schedule A of Trustage Investment Management as Vice President - Managing Director - Investments
Form ADVobserved 5 days ago
Occurred
Jul 24, 2020
Person left
Paul Joseph Chong (Senior Vice President) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Feb 1, 2020
Person joined
Christopher Copeland joined Schedule A of Trustage Investment Management as Senior Vice President, Director
Form ADVobserved 5 days ago
Occurred
Jul 1, 2019
Person joined
Jason Theodore Micks joined Schedule A of Trustage Investment Management as Vice President - Managing Director - Investment Research
Form ADVobserved 5 days ago
Occurred
Jan 15, 2019
Person left
Steven R Suleski (Secretary And Director) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Dec 1, 2018
Person joined
Paul Damien Barbato joined Schedule A of Trustage Investment Management as Secretary And Director
Form ADVobserved 5 days ago
Occurred
Sep 7, 2018
Person left
Timothy Sullivan Halevan (Chief Compliance Officer) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Aug 1, 2018
Person joined
John Monroe Landers joined Schedule A of Trustage Investment Management as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Mar 30, 2018
Person left
Kurt Yuan-Jinn Lin (Vice President, Managing Director - Investments) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Sep 14, 2017
Person left
Jason Alan Pisarik (Director) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Aug 12, 2016
Person left
John William Petchler (Vice President Managing Director-Investments) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Jun 1, 2016
Person joined
Anne Marie Finucane joined Schedule A of Trustage Investment Management as Vice President - Managing Director - Investments
Form ADVobserved 5 days ago
Occurred
Jun 1, 2016
Person joined
Benjamin T Wydick joined Schedule A of Trustage Investment Management as Vice President - Market Risk
Form ADVobserved 5 days ago
Occurred
Jun 1, 2016
Person joined
Paul Joseph Chong joined Schedule A of Trustage Investment Management as Senior Vice President
Form ADVobserved 5 days ago
Occurred
Mar 29, 2016
Person left
Scott Ray Powell (Senior Vice President, Sr. Managing Director-Public Investments) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Jan 19, 2016
Person left
Thomas Joseph Merfeld (Senior Vice President) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Jan 19, 2016
Person left
John Reed Fields (Senior Vice President, Senior Managing Director-Private Investments) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Jan 19, 2016
Person left
David Paul Marks (President And Director) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Nov 1, 2015
Person joined
David Gilbert Brown joined Schedule A of Trustage Investment Management as President And Director
Form ADVobserved 5 days ago
Occurred
Mar 17, 2015
Person left
Carolyn Anne Jahnke (Assistant Secretary) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Mar 17, 2015
Person left
Stephen Wayne Koslow (Director) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Dec 18, 2012
Person left
Andrew J Michie (Director) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Dec 18, 2012
Person left
Robyn B Pagnucci (Treasurer) no longer on Schedule A of Trustage Investment Management
Form ADVobserved 5 days ago
Occurred
Dec 1, 2012
Person joined
Brian J Borakove joined Schedule A of Trustage Investment Management as Treasurer
Form ADVobserved 5 days ago
Occurred
Dec 1, 2012
Person joined
Jason Alan Pisarik joined Schedule A of Trustage Investment Management as Director
Form ADVobserved 5 days ago

Show 6 bookkeeping events

Occurred
Mar 23, 2023
MCA Fund VI LP first reported on Form ADV by Trustage Investment Management (Private Equity Fund), GAV $52,493,000
Occurred
Mar 25, 2020
MCA Fund V LP first reported on Form ADV by Trustage Investment Management (Private Equity Fund)
Occurred
Mar 30, 2018
MCA Fund II LP first reported on Form ADV by Trustage Investment Management (Private Equity Fund), GAV $345,333,078
Occurred
Mar 30, 2018
MCA Fund III LP first reported on Form ADV by Trustage Investment Management (Private Equity Fund), GAV $372,825,701
Occurred
Mar 30, 2018
MCA Fund IV LP first reported on Form ADV by Trustage Investment Management (Private Equity Fund), GAV $65,067,589
Occurred
Mar 30, 2018
MCA Fund I LP first reported on Form ADV by Trustage Investment Management (Private Equity Fund), GAV $184,685,697

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Michael G. Valentine
President & CEO, Baxter Credit Union · Revealable: 1 professional profile (firm website)
Glenn R. Richter
Co-founder and Managing Director, 1414 Ventures · Revealable: 1 professional profile (firm website)
John O. Larsen
Retired Executive Chairman and Board Chair, Alliant Energy Corporation · Revealable: 1 professional profile (firm website)
Stephanie Bush
Retired Insurance Executive, The Hartford · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Kevin Charles Coombe (Vice President - Managing Director - Investments), Stan J van Aartsen (Vice President - Managing Director - Investments), Jason Theodore Micks (Vice President - Managing Director - Investment Research), Benjamin T Wydick (Senior Vice President - Chief Risk Officer), Anne Marie Finucane (Senior Vice President And Managing Director, Deputy Chief Investment Officer- - Investments), Brian J Borakove (Treasurer), Allen Randolph Cantrell (Vice President - Managing Director - Investments), AMY M Cameron (President, Executive Vice President And Chief Investment Officer), Thomas C Jensen (Vice President - Managing Director - Investments), Thomas James Webber (Vice President, Managing Director - Investments), Barth Thomas Thomas (Secretary, Vice President And Director), Melissa M Haberstich (Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:c020909c-ec5a-404d-b9c5-c91ff5a1a5b7
First observed: Sep 13, 2026
Last observed: Sep 15, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Trustage Investment Management

Private Equity

Madison, WI

Compare car insurance quotes with the TruStage Auto Insurance Program and find coverage from leading insurance carriers that fits your budget.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:c020909c-ec5a-404d-b9c5-c91ff5a1a5b7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

MCA Fund VI LP

2023

Unknown

Private Equity Fund

n/a

$135,718

MCA Fund V LP

2020

Active deployment

Private Equity Fund

n/a

$566M

MCA Fund IV LP

2018

Mature

Private Equity Fund

n/a

$1.0B

MCA Fund I LP

2018

Harvest

Private Equity Fund

n/a

$73.7M

MCA Fund III LP

2018

Mature

Private Equity Fund

n/a

$577M

MCA Fund II LP

2018

Harvest

Private Equity Fund

n/a

$178M