Form D · Private Equity Fund

ARBOR INVESTMENTS V, L.P.

Chicago, IL · CIK 0001825559

Offering snapshot reported Oct 23, 2020 · SEC filing

Reported sold
$1.5B
Offering amount: $1.5B
Investors reported
136
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 9, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 23, 2020Initial$1,500,000,000No comparison136SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-378698
The Total Offering Amount and Total Amount Sold are aggregated together with the Issuer and its related parallel funds.
Placement agent fees are to be paid upon a fee schedule. Such fees are offset against the management fees payable by the Issuer.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
SHANNON ADVISORS LLC150305

Source: Form D, filed Oct 23, 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

ARBOR INVESTMENTS V, L.P.

Investment adviser: ARBOR INVESTMENTS MANAGEMENT, LLC

Gross asset value
$641M
Beneficial owners
95
ADV minimum commitment
$100K

Reported in Form ADV on May 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP CHICAGO, Illinois, United States
Custodian CIBC BANK USA CHICAGO, Illinois, 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

DELOITTE & TOUCHE LLP
PCAOB 34

CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63

Filing source

Form ADV 2107156 · May 20, 2026 · Schedule D 7.B.(1), fund 805-2506333942

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
Carl S. Allegretti Executive
Jason L. Booth Executive
Timothy G. Fallon Executive
J. David Foster Executive
Brody D. Lynn Executive
Alison B. Miller Executive
Gregory J. Purcell Executive
Christopher G. A. Tuffin Executive
Alan A. Weed Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
676 N. Michigan Avenue, 34 Th Floor
Chicago, IL, 60611