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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

INVESTAMERICA NW MANAGEMENT, INC.

CRD 133194

CEDAR RAPIDS, IA

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Search this name across graphsid dfx:ria:20043779-0780-bec1-a246-17d6b0344743

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Mar 30, 2012
1 observations

Across DFX

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

Venture Capitalidentity

Investamerica Nw Management, Inc.

Venture manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $10.1MItem 5.F on the latest filing (2012-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $10.1M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $10.1Mgross asset value as reported per fund; never fund size
SEC number: 801-64124
CRD: 133194
Filings on the tape: 1
First filed: Mar 30, 2012
Latest filed: Mar 30, 2012
Organised: Corporation, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
INVEST NORTHWEST, LP	Venture Capital Fund	$10.1M	Mar 30, 2012	1	Mar 30, 2012	reported	021-99999999

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COMEY, ROBERT, ALAN	EXECUTIVE VP & TREASURER, ASST. SECRETARY, CHIEF COMPLIANCE OFFICER	C	yes	08/2004	Mar 30, 2012	Mar 30, 2012
MULLANE, KEVIN	SENIOR VICE PRESIDENT	C	yes	08/2004	Mar 30, 2012	Mar 30, 2012
SCHRODER, DAVID, RICHARD	PRESIDENT, SECRETARY	C	yes	08/2004	Mar 30, 2012	Mar 30, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INVESTAMERICA L&C MANAGEMENT,INC.	n/a	Former SEC adviser	$20.2M	N	yes	n/a
INVESTAMERICA L&C MANAGEMENT II, INC	n/a	Former SEC adviser	$5.2M	N	yes	n/a
INVESTAMERICA N.D. MANAGEMENT, INC.	n/a	Former SEC adviser	$2.4M	N	yes	n/a
INVESTAMERICA L&C II, LLC	n/a	n/a	n/a	N	yes	n/a
INVESTAMERICA L&C, LLC	n/a	n/a	n/a	N	yes	n/a
INVESTAMERICA ND, LLC	n/a	n/a	n/a	N	yes	n/a
INVESTAMERICA NW, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 30, 2012	$10.1M	$10.1M	n/a	n/a	n/a	1	$10.1M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$10.1M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Affiliated with (6)

→ INVESTAMERICA N.D. MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV
→ INVESTAMERICA L&C MANAGEMENT,INC.Registered adviserother investment adviser, common control
factForm ADV
→ INVESTAMERICA L&C MANAGEMENT II, INCRegistered adviserother investment adviser, common control
factForm ADV
← INVESTAMERICA N.D. MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV
← INVESTAMERICA L&C MANAGEMENT,INC.Registered adviserother investment adviser, common control
factForm ADV
← INVESTAMERICA L&C MANAGEMENT II, INCRegistered adviserother investment adviser, common control
factForm ADV

Advises (1)

→ INVEST NORTHWEST, LPPrivate fundVenture Capital Fund, IA
Mar 30, 2012 to presentfactForm ADV

Controls (3)

← SCHRODER, DAVID, RICHARDOwnerPRESIDENT, SECRETARY, ownership code C, individual
Mar 30, 2012 to presentfactForm ADV
← MULLANE, KEVINOwnerSENIOR VICE PRESIDENT, ownership code C, individual
Mar 30, 2012 to presentfactForm ADV
← COMEY, ROBERT, ALANOwnerEXECUTIVE VP & TREASURER, ASST. SECRETARY, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20043779-0780-bec1-a246-17d6b0344743
First observed: Mar 30, 2012
Last observed: Mar 30, 2012 176 months ago
Source families: Federal regulator filings
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.

INVESTAMERICA NW MANAGEMENT, INC.

CRD 133194

CEDAR RAPIDS, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:20043779-0780-bec1-a246-17d6b0344743

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:44 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

INVEST NORTHWEST, LP

Venture Capital Fund

$10.1M

Mar 30, 2012

reported

021-99999999

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COMEY, ROBERT, ALAN

EXECUTIVE VP & TREASURER, ASST. SECRETARY, CHIEF COMPLIANCE OFFICER

yes

08/2004

Mar 30, 2012

MULLANE, KEVIN

SENIOR VICE PRESIDENT

yes

08/2004

Mar 30, 2012

SCHRODER, DAVID, RICHARD

PRESIDENT, SECRETARY

yes

08/2004

Mar 30, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INVESTAMERICA L&C MANAGEMENT,INC.

n/a

Former SEC adviser

$20.2M

yes

n/a

INVESTAMERICA L&C MANAGEMENT II, INC

n/a

Former SEC adviser

$5.2M

yes

n/a

INVESTAMERICA N.D. MANAGEMENT, INC.

n/a

Former SEC adviser

$2.4M

yes

n/a

INVESTAMERICA L&C II, LLC

n/a

yes

n/a

INVESTAMERICA L&C, LLC

n/a

yes

n/a

INVESTAMERICA ND, LLC

n/a

yes

n/a

INVESTAMERICA NW, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 30, 2012

$10.1M

n/a

$10.1M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$10.1M

n/a