Form D · Hedge Fund

5T WEALTH PARTNERS, LP

Napa, CA · CIK 0001545723

Offering snapshot reported Nov 12, 2020 · SEC filing

Reported sold
$85.6M
Indefinite offering
Investors reported
66
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Mar 12, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$42.8M$85.6MApr 3, 2012: $14,185,000.00Apr 3, 2012Apr 17, 2017: $46,174,158.00Apr 17, 2017Nov 12, 2020: $85,619,992.00Nov 12, 2020

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$46,174,158 → $85,619,992
  • Reported investors35 → 66

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 12, 2020Amendment$85,619,992$39,445,834vs Apr 17, 201766SEC filing
Apr 17, 2017Amendment$46,174,158$31,989,158vs Apr 3, 201235SEC filing
Apr 3, 2012Initial$14,185,000No comparison17SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-176075
The reported amount sold and number of investors represent total contributions by all investors in the issuer since inception. The current assets under management and current number of investors may be significantly different.

Source: Form D, filed Nov 12, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

5T WEALTH PARTNERS, LP

Investment adviser: 5T WEALTH, LLC

Gross asset value
$10.8M
Beneficial owners
26
ADV minimum commitment
$1M

Reported in Form ADV on Oct 10, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALPS FUND SERVICES BELLEVUE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MOSS ADAMS SAN FRANCISCO, California, United States
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MOSS ADAMS
PCAOB 659

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Filing source

Form ADV 2021144 · Oct 10, 2025 · Schedule D 7.B.(1), fund 805-7698018748

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A 5 Tq Capital, Llc Executive
N/A 5 T Wealth, Llc Executive
N/A 5 T Wealth Management, Llc Executive
Meghan Krsek Promoter
Paul Krsek Promoter
Lee O'dwyer Promoter
Govinda Quish Promoter
Jeffrey Roush Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
595 Coombs Street
Napa, CA, 94559