United States · 
What does Northwestern Mutual invest in?
Northwestern Mutual invests most often at Series C and Series B (56% of the rounds on record), in sectors such as Insuretech, Insurtech and Insur Tech.
Northwestern Mutual highlights
- 01
6 cheques in the last 12 months
- 02
Mostly Series C and Series B: 56% of its rounds
- 03
1 exits from the portfolio
What they do
Filed 3 private fund offerings with the SEC, the most recent in 2023-12From their own website
- Type
- Private equity (from a list, unverified)
- Cheque size
- $500K – $5.0M as they say
- Stages
- Pre-seedSeedSeries ASeries BGrowth
- Sectors
- InsuretechInsurtechInsur Tech
- Based in
- Milwaukee, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first21 appearances
- 2026
5 rounds
- Oct
- Oct
- Mar
- Feb
- Jan
- 2025
4 rounds
- Nov
- Oct
- Aug
- Mar
- 2019
3 rounds
- Jun
- Jun
- Mar
- 2018
3 rounds
- Jun
- May
- Feb
- 2017
2 rounds
- Sept
- Apr
- 2015
1 round
- Feb
- 2014
2 rounds
- Apr
- Apr
- 2007
1 round
- Jun
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration18 named
ATAndrew T. BerlinskiExecutive OfficeriFiling they signed
BLBonnie Lynn TomczakVice President - WealthiForm ADV
BLBradley Leahy EullSecretaryiForm ADV
BTBradley T. KunathExecutive OfficeriFiling they signed
BTBrian T. McdonaldExecutive OfficeriFiling they signed
DJDaniel J. JulkaExecutive OfficeriFiling they signed
DMDawn Marie KalinowskiVice President - Chief Operations OfficeriForm ADV
DADeborah Allison SchultzVice President and Chief Risk OfficeriForm ADV
DDDouglas D. TimmerExecutive OfficeriFiling they signed
JAJared A WardTreasurer/FinopiForm ADV
JDJeffrey D. BehringExecutive OfficeriFiling they signed
LMLaila M ValtersPresident and CEOiForm ADV
MSMark S. KishlerExecutive OfficeriFiling they signed
MDMichael D. BayExecutive OfficeriFiling they signed
MSMichael S. LeskeExecutive OfficeriFiling they signed
NENicole Ellen LundVice President and Chief Compliance OfficeriForm ADV
QMQuentin Michael DollVice President - Risk ProductsiForm ADV
TSTimothy S. CollinsExecutive OfficeriFiling they signed
We also hold 34 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
2+funds on filenumbered funds in its name
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Northwestern Mutual Investment Services, LLC
- SEC number
- CRD 2881
What they claim to have backed
From their own portfolio page (on their website)
0 of 3 we have independently watched raise
FINRAFINRA BrokerCheck®SIPC
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.
Exits from the portfolio
Companies it backed that were later bought or listed1 in all
LearnVestBought by Northwestern Mutual$250MMar 2015
An exit counts when it came after the firm's first round in the company. From historical deal records.
Companies it bought
Acquisitions by the firm itself
LearnVest$250MMar 2015