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

MIS CAPITAL MANAGEMENT, LLC

CRD 149033

VAN NUYS, CA

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:2c261424-c972-c5b0-784c-cdecbed0175d

Data as of Mar 31, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 3, 2012 to Mar 31, 2017
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: $13.9MItem 5.F on the latest filing (2017-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $13.9M
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
Employees: 2
Advisory employees: 1
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $13.9Mgross asset value as reported per fund; never fund size
Custody, client assets: $13.9M
SEC number: 801-69810
CRD: 149033
Filings on the tape: 10
First filed: Apr 3, 2012
Latest filed: Mar 31, 2017
Organised: Limited Liability Company, Delaware

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
ANTHONY REED & ANGELA REED, CO-TRUSTEES OF THE ANTHONY & ANGELA REED FAMILY TRUST DTD 5/30/02	Member	E	yes	12/2015	Apr 3, 2012	Mar 31, 2017
REED, ANGELA, K	CO TRUSTEE OF THE ANTHONY & ANGELA REED FAMILY TRUST DTD 5/30/02	Na	yes	05/2002	Apr 3, 2012	Mar 31, 2017
REED, ANTHONY, MICHAEL	CO TRUSTEE OF THE ANTHONY & ANGELA REED FAMILY TRUST DTD 5/30/02	Na	yes	05/2002	Apr 3, 2012	Mar 31, 2017

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
MILLENNIUM INVESTMENT SERVICES	n/a	Independent wealth	$154M	N	yes	n/a
MIS PARTNERS, 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
2016	Mar 31, 2017	$13.9M	$13.9M	2	1	n/a	1	$13.9M
2015	Jan 29, 2016	$13.8M	$13.8M	1	1	n/a	1	$13.8M
2014	Mar 28, 2015	$15.9M	$15.9M	1	1	n/a	n/a	n/a
2013	Mar 27, 2014	$14.6M	$14.6M	2	1	n/a	n/a	n/a
2012	Mar 26, 2013	$12.6M	$12.6M	2	1	n/a	n/a	n/a
2011	Apr 3, 2012	$11.1M	$11.1M	n/a	n/a	n/a	n/a	n/a

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
2016	$13.9M	$13.8M	0.4%	$14.6M	-1.7%	2	1	n/a	n/a

Relationships

Affiliated with (1)

→ MILLENNIUM INVESTMENT SERVICESRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← REED, ANTHONY, MICHAELOwnerCO TRUSTEE OF THE ANTHONY & ANGELA REED FAMILY TRUST DTD 5/30/02, ownership code NA, individual
Apr 3, 2012 to presentfactForm ADV
← REED, ANGELA, KOwnerCO TRUSTEE OF THE ANTHONY & ANGELA REED FAMILY TRUST DTD 5/30/02, ownership code NA, individual
Apr 3, 2012 to presentfactForm ADV
← ANTHONY REED & ANGELA REED, CO-TRUSTEES OF THE ANTHONY & ANGELA REED FAMILY TRUST DTD 5/30/02OwnerMEMBER, ownership code E, domestic entity
Apr 3, 2012 to presentfactForm ADV

Registered with (1)

← ANTHONY MICHAEL REEDAdvisorregistration: previous registration
Apr 7, 2009 to Jan 9, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c261424-c972-c5b0-784c-cdecbed0175d
First observed: Apr 3, 2012
Last observed: Mar 31, 2017 115 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.

MIS CAPITAL MANAGEMENT, LLC

CRD 149033

VAN NUYS, CA

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:2c261424-c972-c5b0-784c-cdecbed0175d

Data as of Mar 31, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANTHONY REED & ANGELA REED, CO-TRUSTEES OF THE ANTHONY & ANGELA REED FAMILY TRUST DTD 5/30/02

Member

yes

12/2015

Apr 3, 2012

Mar 31, 2017

REED, ANGELA, K

CO TRUSTEE OF THE ANTHONY & ANGELA REED FAMILY TRUST DTD 5/30/02

yes

05/2002

Apr 3, 2012

Mar 31, 2017

REED, ANTHONY, MICHAEL

CO TRUSTEE OF THE ANTHONY & ANGELA REED FAMILY TRUST DTD 5/30/02

yes

05/2002

Apr 3, 2012

Mar 31, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MILLENNIUM INVESTMENT SERVICES

n/a

Independent wealth

$154M

yes

n/a

MIS PARTNERS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 31, 2017

$13.9M

n/a

$13.9M

2015

Jan 29, 2016

$13.8M

n/a

$13.8M

2014

Mar 28, 2015

$15.9M

n/a

2013

Mar 27, 2014

$14.6M

n/a

2012

Mar 26, 2013

$12.6M

n/a

2011

Apr 3, 2012

$11.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$13.9M

$13.8M

0.4%

$14.6M

-1.7%

n/a