Form D · Other Investment Fund
Caltius Equity Partners V, LP
Los Angeles, CA · CIK 0002067699
Offering snapshot reported May 12, 2025 · SEC filing
- Reported sold
- $52.9M Indefinite offering
- Investors reported
- 35 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 30, 2025 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 12, 2025 | Initial | $52,925,000 | No comparison | 35 | SEC filing |
Offering details
- Securities
- 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
- 021-545771
Source: Form D, filed May 12, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Garrick Ahn | Executive |
| Caltius Capital Management, Lp | Executive |
| Gpe V, Lp | Executive |
| Jeffrey Holdsberg | Executive |
| Michael Morgan | Executive |
| Ugpe V, Llc | Executive |
| James Upchurch | Executive |
| Eric Wauthy | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
11766 Wilshire Blvd #850
Los Angeles, CA, 90025
Los Angeles, CA, 90025