Form D · Private Equity Fund

BRENTWOOD ASSOCIATES PRIVATE EQUITY V, L.P.

Los Angeles, CA · CIK 0001577491

Offering snapshot reported Jul 16, 2014 · SEC filing

Reported sold
$260M
Offering amount: $500M
Investors reported
23
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 11, 2013
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 23

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 16, 2014Amendment$259,750,000No comparison23SEC filing
Jun 6, 2013AmendmentYet to sellNo comparison0SEC filing
May 24, 2013InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-197023
TOTAL OFFERING AMOUNT INCLUDES PARALLEL OFFERING BY BRENTWOOD ASSOCIATES PRIVATE EQUITY V-A, L.P., WHICH REPORTS ITS SALES SEPARATELY. TOTAL AGGREGATE AMOUNT SOLD IS $379,650,000. TOTAL AGGREGATE AMOUNT REMAINING TO BE SOLD IS $120,350,000.
PLACEMENT AGENT FEES TO BE PAID BASED UPON A FEE SCHEDULE. SUCH FEES ARE OFFSET DOLLAR-FOR-DOLLAR AGAINST THE MANAGEMENT FEES PAYABLE BY THE ISSUER.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
UBS SECURITIES LLC7654

Source: Form D, filed Jul 16, 2014. 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

BRENTWOOD ASSOCIATES PRIVATE EQUITY V, L.P.

Investment adviser: BRENTWOOD PRIVATE EQUITY, LLC

Gross asset value
$523M
Beneficial owners
53
ADV minimum commitment
$10M

Reported in Form ADV on Apr 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX FUND SERVICES, INC. EVANSVILLE, Indiana, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP LOS ANGELES, California, United States
Custodian JPMORGAN CHASE BANK, N.A. LOS ANGELES, California, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Custodian PNC BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81

PNC BANK
LEI AD6GFRVSDT01YPT1CS68

Filing source

Form ADV 2099548 · Apr 28, 2026 · Schedule D 7.B.(1), fund 805-2848862037

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
William M. Barnum, Jr. Executive, Promoter
Anthony U. Choe Executive, Promoter
Roger V. Goddu Executive, Promoter
Edward L. Mccall Executive, Promoter
Steven W. Moore Executive, Promoter
Eric G. Reiter Executive, Promoter
Matthew M. Whelan Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
11150 Santa Monica Blvd., Suite 1200
Los Angeles, CA, 90025