Form D · Private Equity Fund

Capital Dynamics Mid-Market Direct V (US) LP

New York, NY · CIK 0001800723

Offering snapshot reported Jan 22, 2020 · SEC filing

Reported sold
$7M
Indefinite offering
Investors reported
2
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 9, 2020
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
Jan 22, 2020Initial$7,000,000No comparison2SEC 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
021-358668
Capital Dynamics Broker Dealer LLC will receive a fee based on a percentage of the total amount sold to U.S. investors.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Capital Dynamics Broker Dealer LLC148780

Source: Form D, filed Jan 22, 2020. 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

CAPITAL DYNAMICS MID-MARKET DIRECT V (US) LP

Investment adviser: CAPITAL DYNAMICS, INC.

Gross asset value
$128M
Beneficial owners
46
ADV minimum commitment
$250K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator COLMORE INC. DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP LUXEMBOURG, Luxembourg
Custodian FIRST CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Custodian HSBC BANK USA NA NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 1328

FIRST CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

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

Filing source

Form ADV 2060533 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-5058343436

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
Paul Anderson Director
Emma Anderson Director
N/A Capital Dynamics Investments (Us) Limited Executive
N/A Capital Dynamics (Us) Gp Iv, Llc Executive
N/A Capital Dynamics (Us) Gp Iv, L.P. Executive
Carl Mc Connell Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
10 East 53 Rd Street 17 Th Floor
New York, NY, 10022