Form D · Other Investment Fund

Capitala Private Credit Fund V, L.P.

Charlotte, NC · CIK 0001684005

Offering snapshot reported Aug 18, 2017 · SEC filing

Reported sold: $44M
Investors reported: 9
Minimum accepted: $1M
First sale: Aug 31, 2016

Fundraising history

Reported sold

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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 18, 2017	Amendment	$44,000,000	$0vs Sep 7, 2016	9	SEC filing
Sep 7, 2016	Initial	$44,000,000	No comparison	9	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06c, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-270172

Source: Form D, filed Aug 18, 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

CAPITALA PRIVATE CREDIT FUND V, L.P.

Investment adviser: CAPITALA PRIVATE ADVISORS, LLC

Gross asset value: $4.33M
Beneficial owners: 9
ADV minimum commitment: $1M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG CHARLOTTE, North Carolina, United States

Custodian U.S. BANK, N.A. MINNEAPOLIS, Minnesota, 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
PCAOB 42

Filing source

Form ADV 2072642 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-9111559286

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
Name	Reported role
Joseph B. Alala, Iii	Director, Executive
Markham Hunt Broyhill	Director, Executive
Lynne Girts	Executive
John F. Mc Glinn, Iii	Director, Executive
Richard Wheelahan	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

4201 Congress Street Suite 360
Charlotte, NC, 28209