FormDSignal
47

NIS Preferred Stock Fund II amends offering; $697.88M raised to date

Fund raise update · Hedge fund · Open-ended · MILWAUKEE, WI · Form D/A filed 2026-10-22 · sponsor: National Investment Services · all Nis Preferred Stock vehicles

National Investment Services' NIS Preferred Stock Fund II, a Delaware hedge fund, has raised $697.88M since first sale in 2002 and now operates with an indefinite offering size. The fund is structured under Regulation D exemptions 3(c)(1) and 6(b), with 103 investors to date.

$100M+ soldCapital closing nowHedge fund

How this compares

  • Across 174 hedge fund sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 7 months.
  • No earlier fund launch by this sponsor appears on EDGAR.

Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.

Raise progress

Sold rose from $647.5M to $697.9M (+$50.4M) in 364 days since the previous filing.

FiledFormSoldInvestorsChange
2024-10-31D/A$591.4M102
2025-10-23D/A$647.5M104+$56.1M
2026-10-22D/A$697.9M103+$50.4M

Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.

National Investment Services on EDGAR

Earlier and related filings by the same issuer and sponsor. All Nis Preferred Stock vehicles →

Registered adviser

possible match

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Registration
SEC-registered adviser · since 2020-02-26
Regulatory AUM
$16.3B
Employees
38
Private funds on Form ADV
Yes
Office
Milwaukee, WI

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Incumbent service providers

Schedule D for this adviser has not been read yet; it is queued.

Other Form D filings by this adviser

4 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock

People on the filing

n/a n/a National Investment Services of America, LLCExecutive Officer, Promoter
Scott O. Van LithExecutive Officer
Bartlett Joseph McCartin IIIExecutive Officer, Director

[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers

Signed by Scott O. Van Lith, Chief Financial Officer.

Why now — by persona

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Filing contact

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