Form D · Private Equity Fund

Calera Capital Partners V, L.P.

San Francisco, CA · CIK 0001649880

Offering snapshot reported Nov 9, 2017 · SEC filing

Reported sold
$519M
Offering amount: $519M
Investors reported
78
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 28, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$260M$519MAug 6, 2015Apr 22, 2016: $261,879,000.00Apr 22, 2016Jul 28, 2016: $261,879,000.00Aug 14, 2017: $330,379,000.00Nov 9, 2017: $519,279,000.00Nov 9, 2017

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$330,379,000 → $519,279,000
  • Reported investors36 → 78

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 9, 2017Amendment$519,279,000$188,900,000vs Aug 14, 201778SEC filing
Aug 14, 2017Amendment$330,379,000$68,500,000vs Jul 28, 201636SEC filing
Jul 28, 2016Amendment$261,879,000$0vs Apr 22, 201630SEC filing
Apr 22, 2016Amendment$261,879,000No comparison30SEC filing
Aug 6, 2015InitialYet 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
$1.54M (estimated)
Finders' fees
$0
Form D file number
021-245208
UBS Securities LLC's limited engagement with respect to specified investors has ended and no future fees will be paid.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
UBS Securities LLC7654UBS Securities LLC · CRD 7654
Mercury Capital Advisors, LLC152338Mercury Capital Advisors, LLC · CRD 152338

Source: Form D, filed Nov 9, 2017. 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

CALERA CAPITAL PARTNERS V, L.P.

Investment adviser: CALERA CAPITAL ADVISORS, LP

Gross asset value
$493M
Beneficial owners
78
ADV minimum commitment
$10M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE SAN FRANCISCO, California, United States
Custodian JP MORGAN CHASE SAN FRANCISCO, California, 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

DELOITTE & TOUCHE
PCAOB 34

JP MORGAN CHASE
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2072330 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7208029149

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
Kevin R. Baker Executive
N/A Calera Capital Investors V, L.P. Promoter
N/A Calera Capital Management, Inc. Promoter
James T. Farrell Executive
Mark N. Williamson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
580 California Street Suite 2200
San Francisco, CA, 94101