Form D · Private Equity Fund

Ardent Financial Fund V, LP

Atlanta, GA · CIK 0001954104

Offering snapshot reported Nov 21, 2024 · SEC filing

Reported sold
$322M
Offering amount: $500M
Investors reported
646
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Nov 3, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$161M$322MNov 18, 2022: $79,210,000.00Nov 18, 2022Nov 20, 2023: $202,065,000.00Nov 20, 2023Nov 21, 2024: $322,356,647.00Nov 21, 2024

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$202,065,000 → $322,356,647
  • Reported investors432 → 646

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 21, 2024Amendment$322,356,647$120,291,647vs Nov 20, 2023646SEC filing
Nov 20, 2023Amendment$202,065,000$122,855,000vs Nov 18, 2022432SEC filing
Nov 18, 2022Initial$79,210,000No comparison58SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
3C.5, 3C.6, 06b, 3C
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-465370
Limited partner interests; General Partner, in sole discretion, may waive the minimum Capital Commitment for any investor.

Source: Form D, filed Nov 21, 2024. 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
Dror Bezalel Executive
Matthew Shulman Executive
Todd Terwilliger Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Ardent Financial Fund V 3565 Piedmont Road Ne, Suite 200
Atlanta, GA, 30305