Form D · Other Investment Fund

Audax Senior Loan Fund V, L.P.

Boston, MA · CIK 0001937650

Offering snapshot reported May 24, 2024 · SEC filing

Reported sold
$140M
Indefinite offering
Investors reported
38
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 22, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$69.8M$140MJul 20, 2022Jul 20, 2023: $72,000,000.00Jul 20, 2023May 24, 2024: $139,550,000.00May 24, 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$72,000,000 → $139,550,000
  • Reported investors5 → 38

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 24, 2024Amendment$139,550,000$67,550,000vs Jul 20, 202338SEC filing
Jul 20, 2023Amendment$72,000,000No comparison5SEC filing
Jul 20, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0
Form D file number
021-453105
A PLACEMENT AGENT HAS BEEN RETAINED AND WILL BE APPORTIONED A FEE TO BE DETERMINED BASED ON CERTAIN COMMITMENTS RAISED.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
EQUUS FINANCIAL CONSULTING LLC131449

Source: Form D, filed May 24, 2024. 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

AUDAX SENIOR LOAN FUND V, L.P.

Investment adviser: AUDAX MANAGEMENT COMPANY (NY), LLC

Gross asset value
$425M
Beneficial owners
35
ADV minimum commitment
$500K

Reported in Form ADV on Aug 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG CHARTERED ACCOUNTANTS DUBLIN, Ireland
Auditor ERNST & YOUNG. LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. CHICAGO, Illinois, United States Related to adviser: No
Marketer EQUUS FINANCIAL CONSULTING LLC NEW CANAAN, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

ERNST & YOUNG CHARTERED ACCOUNTANTS
PCAOB 1411

ERNST & YOUNG. LLP
PCAOB 42

EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467

Filing source

Form ADV 2123382 · Aug 4, 2026 · Schedule D 7.B.(1), fund 805-4932060627

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
Kevin P. Magid Executive
Michael P. Mcgonigle Executive
Geoffrey S. Rehnert Executive
Marc B. Wolpow Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
101 Huntington Avenue
Boston, MA, 02199