Form D · Private Equity Fund

Bridge Opportunity Zone Fund V LP

Sandy, UT · CIK 0001914504

Offering snapshot reported Mar 3, 2022 · SEC filing

Reported sold
Yet to sell
Offering amount: $1B
Investors reported
0
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 3, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-435678
The General Partner reserves the right in its sole and absolute discretion to accept capital commitments in excess of $1 billion.

Source: Form D, filed Mar 3, 2022. 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

BRIDGE OPPORTUNITY ZONE FUND V LP

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value
$999M
Beneficial owners
685
ADV minimum commitment
$250K

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor DELOITTE SALT LAKE CITY, Utah, United States
Custodian BANK OZK LITTLE ROCK, Arkansas, United States Related to adviser: No
Custodian CAPITAL ONE NEW YORK, New York, United States Related to adviser: No
Custodian CIBC NEW YORK, New York, United States Related to adviser: No
Custodian FLAGSTAR BANK N.A. NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS NEW YORK, New York, United States Related to adviser: No
Custodian JP MORGAN CHASE N.A. NEW YORK, New York, United States Related to adviser: No
Custodian SANTANDER BANK NEW YORK, New York, United States Related to adviser: No
Custodian SUNWEST BANK N.A SANDY, Utah, United States Related to adviser: No
Custodian UMB BANK & TRUST NA SALT LAKE CITY, Utah, United States Related to adviser: No
Custodian WAFD BANK SALT LAKE CITY, Utah, United States Related to adviser: No
Custodian WINTRUST BANK NA ROSEMONT, Illinois, United States Related to adviser: No
Marketer BNY MELLON NEW YORK, New York, United States Related to adviser: No
Marketer CAIS CAPITAL LLC NEW YORK, New York, United States Related to adviser: No
Marketer FIRST REPUBLIC INVESTMENT MANAGEMENT NEW YORK, New York, United States Related to adviser: No
Marketer GOLDMAN SACHS NEW YORK, New York, United States Related to adviser: No
Marketer JP MORGAN NEW YORK, New York, United States Related to adviser: No
Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No
Marketer MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Marketer WELLS FARGO NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE
PCAOB 34

MORGAN STANLEY
CRD 149777 · SEC 801-70103

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-1177593832

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
Dean Allara Executive
Bradley Andrus Executive
David Coelho Executive
Matthew De Graw Executive
Bridge Opportunity Zone Fund V Gp Llc Promoter
Robert Morse Executive
Adam O'farrell Executive
Jonathan Slager Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
111 E Sego Lily Drive Suite 400
Sandy, UT, 84070