Form D · Private Equity Fund

CGC Royalty Investments V, LP

Dallas, TX · CIK 0002021738

Offering snapshot reported May 1, 2024 · SEC filing

Reported sold
$35.5M
Offering amount: $35.5M
Investors reported
58
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Apr 19, 2024
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
May 1, 2024Initial$35,470,000No comparison58SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-512114

Source: Form D, filed May 1, 2024. 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

CGC ROYALTY INVESTMENTS V, LP

Investment adviser: CYPRESS GROWTH CAPITAL, LLC

Gross asset value
$29M
Beneficial owners
53
ADV minimum commitment
$100K

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 BAKER TILLY US, LLP DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 2066166 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6498185905

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 Cgc Royalty Fund V Gp, Llc Director
Na Cypress Growth Capital, Llc Executive
Bart Goodwin Executive
Ed Mello Executive
Vik Thapar Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3899 Maple Avenue Suite 100
Dallas, TX, 75219