Form D · Private Equity Fund

Argosy Investment Partners V, L.P.

Wayne, PA · CIK 0001616780

Offering snapshot reported Apr 9, 2015 · SEC filing

Reported sold
$139M
Offering amount: $139M
Investors reported
84
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Aug 8, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$69.4M$139MAug 15, 2014: $62,702,000.00Aug 15, 2014Apr 9, 2015: $138,888,900.00Apr 9, 2015

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$62,702,000 → $138,888,900
  • Reported investors53 → 84

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 9, 2015Amendment$138,888,900$76,186,900vs Aug 15, 201484SEC filing
Aug 15, 2014Initial$62,702,000No comparison53SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$430K
Finders' fees
$0
Form D file number
021-223008

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Crossbay Capital Partners, LLCNoneEquus Financial, LLC · CRD 131449
Arch Street AdvisorsNoneCV Brokerage Inc. · CRD 462

Source: Form D, filed Apr 9, 2015. 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

ARGOSY INVESTMENT PARTNERS V, L.P.

Investment adviser: ARGOSY CAPITAL GROUP, LLC

Gross asset value
$142M
Beneficial owners
87
ADV minimum commitment
$150K

Reported in Form ADV on Jun 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GRANT THORNTON, LLP PHILADELPHIA, Pennsylvania, United States
Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No
Custodian TRISTATE CAPITAL BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No
Custodian WSFS FINANCIAL CORPORATION BRYN MAWR, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

GRANT THORNTON, LLP
PCAOB 248

KEYBANK NATIONAL ASSOCIATION
LEI HUX2X73FUCYHUVH1BK78

TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18

WSFS FINANCIAL CORPORATION
LEI 549300SU7VQHD6QRG886

Filing source

Form ADV 2116738 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-3216144612

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
Kirk Brewster Griswold Director, Executive
John Paul Kirwin Iii Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
950 West Valley Road, Suite 2900
Wayne, PA, 19087