Form D · Other Investment Fund
Berkshire Value Fund V, L.P.
Boston, MA · CIK 0001793617
Offering snapshot reported Dec 18, 2020 · SEC filing
- Reported sold
- $177M Offering amount: $500M
- Investors reported
- 33 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 → 33
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 18, 2020 | Amendment | $177,295,000 | No comparison | 33 | 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
- 021-353164
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 (International), 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, 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 805-6043678437
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