Form D · Private Equity Fund

Carmel Partners Investment Fund V, L.P.

San Francisco, CA · CIK 0001598341

Offering snapshot reported Jul 14, 2014 · SEC filing

Reported sold
$1B
Indefinite offering
Investors reported
151
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 14, 2014
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 151

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 14, 2014Amendment$1,000,000,000No comparison151SEC filing
Jan 27, 2014InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-210758

Source: Form D, filed Jul 14, 2014. 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

CARMEL PARTNERS INVESTMENT FUND V, LP

Investment adviser: CARMEL MANAGEMENT III, LLC

Gross asset value
$1.1B
Beneficial owners
166
ADV minimum commitment
$5M

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

Service providers

Auditor PRICEWATERHOUSECOOPERS SAN FRANCISCO, California, United States
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian PNC WEALTH MANAGEMENT LLC PITTSBURGH, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS
PCAOB 238

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

PNC WEALTH MANAGEMENT LLC
SEC 8-66195 · LEI 25-1435979

Filing source

Form ADV 2047190 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-5423598251

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
Donald D. Campbell Executive
None Carmel Partners Gp V, Llc Promoter
Ron Zeff Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Carmel Partners, Inc. 1000 Sansome Street, Suite 180
San Francisco, CA, 94111