Form D · Private Equity Fund

Coastal Growth Fund V, LLC

Winter Park, FL · CIK 0002054771

Offering snapshot reported Feb 10, 2025 · SEC filing

Reported sold
$575K
Offering amount: $20M
Investors reported
4
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 6, 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
Feb 10, 2025Initial$575,000No comparison4SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-537800

Source: Form D, filed Feb 10, 2025. 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

COASTAL GROWTH FUND V, LLC

Investment adviser: COASTAL INVESTMENT COMPANY, LLC

Gross asset value
$756K
Beneficial owners
5
ADV minimum commitment
$100K

Reported in Form ADV on Apr 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GRASSI ADVISORS NEW YORK, New York, United States
Custodian WINTER PARK NATIONAL BANK WINTER PARK, Florida, 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

GRASSI ADVISORS
PCAOB 606

Filing source

Form ADV 2100998 · Apr 30, 2026 · Schedule D 7.B.(1), fund 805-3510533312

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
Keith Ahrens Executive, Promoter
Travis Barr Executive, Promoter
Tyler Bloechinger Executive, Promoter
Gregory Meerbaum Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
227 South Orlando Avenue Suite A 1
Winter Park, FL, 32789