Form D · Private Equity Fund

Altaris Health Partners V Private Investors, LLC

New York, NY · CIK 0001810124

Offering snapshot reported Jul 14, 2020 · SEC filing

Reported sold
$173M
Indefinite offering
Investors reported
173
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Apr 21, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$86.4M$173MApr 24, 2020: $139,400,000.00Apr 24, 2020Jul 14, 2020: $172,800,000.00Jul 14, 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$139,400,000 → $172,800,000
  • Reported investors140 → 173

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 14, 2020Amendment$172,800,000$33,400,000vs Apr 24, 2020173SEC filing
Apr 24, 2020Initial$139,400,000No comparison140SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$2M (estimated)
Finders' fees
$0
Form D file number
021-365701

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
N/ANoneJ.P. Morgan Securities LLC · CRD 79

Source: Form D, filed Jul 14, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Grant Cellier Director
N/A J.P. Morgan Private Investments Inc. Executive, Promoter
Richard Ruffer Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
J.P. Morgan Private Investments Inc. 383 Madison Avenue
New York, NY, 10179