Form D · Private Equity Fund

BIP Ventures Annex Fund 5-QP, LP

Atlanta, GA · CIK 0002022563

Offering snapshot reported Jul 11, 2024 · SEC filing

Reported sold
$19.6M
Offering amount: $36M
Investors reported
149
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
May 13, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.78M$19.6MMay 28, 2024: $9,015,000.00May 28, 2024Jul 11, 2024: $19,565,000.00Jul 11, 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$9,015,000 → $19,565,000
  • Reported investors69 → 149

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 11, 2024Amendment$19,565,000$10,550,000vs May 28, 2024149SEC filing
May 28, 2024Initial$9,015,000No comparison69SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-514358

Source: Form D, filed Jul 11, 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

BIP VENTURES ANNEX FUND 5-QP, LP

Investment adviser: BIP CAPITAL, LLC

Gross asset value
$17.2M
Beneficial owners
169
ADV minimum commitment
$100K

Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BENNETT THRASHER PC ATLANTA, Georgia, United States
Custodian SOUTHSTATE BANK WINTER HAVEN, Florida, United States Related to adviser: No
Marketer INVICTA ADVISORS LLC OAKMONT, 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
Yes

BENNETT THRASHER PC
PCAOB 4051

INVICTA ADVISORS LLC
CRD 298868 · SEC 801-114114

Filing source

Form ADV 2055716 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-9455889377

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
. Bip Capital Equity Partners Iv, Llc Executive
Mark Buffington Executive
Dan Dreschel Executive
Mark Flickinger Executive
Paul Iaffaldano Executive
Todd Knudsen Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3575 Piedmont Road Building 15, Suite 730
Atlanta, GA, 30305