Form D · Other Investment Fund
Berkshire Value Fund V (International), L.P.
Boston, MA · CIK 0001793678
Offering snapshot reported Dec 18, 2020 · SEC filing
- Reported sold
- $20.9M Offering amount: $500M
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 15, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 2
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 18, 2020 | Amendment | $20,900,000 | No comparison | 2 | SEC filing |
| Nov 12, 2019 | Initial | Yet to sell | No comparison | 0 | SEC 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
- Finders' fees
- $0
- Form D file number
- 021-353176
The Issuer is one of two vehicles in this offering. The total offering amount includes the total amount offered in the aggregate by the Issuer and Berkshire Value Fund V, L.P.
Source: Form D, filed Dec 18, 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
BERKSHIRE VALUE FUND V (INTERNATIONAL), L.P
Investment adviser: BERKSHIRE PROPERTY ADVISORS, LLC
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Dec 21, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 1584538 · Dec 21, 2021 · Schedule D 7.B.(1), fund 805-3881142856
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.
| Name | Reported role |
|---|---|
| N/A Berkshire Group, L.L.C. | Executive |
| N/A Berkshire Value Fund V Gp, L.L.C. | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02108