Form D · Other Investment Fund

Centersquare Value-Added Fund V, L.P.

Plymouth Meeting, PA · CIK 0001835804

Offering snapshot reported Oct 7, 2022 · SEC filing

Reported sold
$161M
Indefinite offering
Investors reported
26
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 15, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 26

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 7, 2022Amendment$160,645,000No comparison26SEC filing
Dec 10, 2020InitialYet to sellNo comparison0SEC 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
Finders' fees
$0
Form D file number
021-382791

Source: Form D, filed Oct 7, 2022. 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

CENTERSQUARE VALUE-ADDED FUND V. L.P.

Investment adviser: CENTERSQUARE INVESTMENT MANAGEMENT LLC

Gross asset value
$191M
Beneficial owners
31
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

Fund administrator EA RESIG LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP PHILADELPHIA, Pennsylvania, United States
Custodian PNC BANK PHILADELPHIA, Pennsylvania, 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 LLP
PCAOB 42

Filing source

Form ADV 2065412 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9100920009

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
Michael D. Boxer Executive
E. Todd Briddell Executive
N/A Center Square Investment Management Llc Promoter
David Rabin Executive
Kevin Robinson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
630 West Germantown Pike Suite 300
Plymouth Meeting, PA, 19462