Form D · Other Investment Fund

BD Partners V, L.P.

Dallas, TX · CIK 0001547556

Offering snapshot reported May 22, 2013 · SEC filing

Reported sold
$3.41M
Indefinite offering
Investors reported
18
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 1, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.71M$3.41MMay 15, 2012: $2,100,000.00May 15, 2012May 25, 2012: $2,710,000.00May 22, 2013: $3,410,000.00May 22, 2013

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$2,710,000 → $3,410,000
  • Reported investors15 → 18

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 22, 2013Amendment$3,410,000$700,000vs May 25, 201218SEC filing
May 25, 2012Amendment$2,710,000$610,000vs May 15, 201215SEC filing
May 15, 2012Initial$2,100,000No comparison11SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-178244

Source: Form D, filed May 22, 2013. 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

BD PARTNERS V, L.P.

Investment adviser: NORTHERN RIGHT CAPITAL MANAGEMENT, L.P.

Gross asset value
$238K
Beneficial owners
18
ADV minimum commitment
$100K

Reported in Form ADV on Mar 30, 2015. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DELOITTE & TOUCHE LLP DALLAS, Texas, United States
Custodian J.P. MORGAN CLEARING CORP. BROOKLYN, New York, United States Related to adviser: No
Prime broker BTIG, LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

J.P. MORGAN CLEARING CORP.
SEC 8-43724

BTIG, LLC
CRD 122225 · SEC 8-65473

Filing source

Form ADV 894238 · Mar 30, 2015 · Schedule D 7.B.(1), fund 805-2369815416

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
N/A Bc Advisors, Llc Director
Steven R. Becker Executive
N/A Becker Drapkin Management, L.P. Director
Matthew Drapkin Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
500 Crescent Court Suite 230
Dallas, TX, 75201