Form D · Private Equity Fund

Carousel Capital CEO Fund V, L.P.

Charlotte, NC · CIK 0001688623

Offering snapshot reported Jan 12, 2017 · SEC filing

Reported sold
$30M
Indefinite offering
Investors reported
60
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Nov 1, 2016
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 60

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 12, 2017Amendment$30,000,000No comparison60SEC filing
Oct 31, 2016InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-273480

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Credit Suisse Securities (USA) LLC816

Source: Form D, filed Jan 12, 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

CAROUSEL CAPITAL CEO FUND V, LP

Investment adviser: CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P.

Gross asset value
$57.9M
Beneficial owners
61
ADV minimum commitment
$500K

Reported in Form ADV on May 8, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP CHARLOTTE, North Carolina, United States
Custodian BMO BANK, N.A. CHICAGO, Illinois, 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

KPMG LLP
PCAOB 185

Filing source

Form ADV 2104446 · May 8, 2026 · Schedule D 7.B.(1), fund 805-8776822774

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
N/A Carousel Capital Company V, L.L.C. Executive
N/A Carousel Capital Management Company, L.L.C. Executive
N/A Carousel Capital Management Company, L.P. Executive
Charles S. Grigg Executive
William T. Hobbs Ii Executive
Jason C. Schmidly Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
201 North Tryon Street, Suite 2450
Charlotte, NC, 28202