Form D · Private Equity Fund

COMVEST INVESTMENT PARTNERS V, L.P.

West Palm Beach, FL · CIK 0001619990

Offering snapshot reported Oct 3, 2014 · SEC filing

Reported sold
Yet to sell
Offering amount: $850M
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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
Oct 3, 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
021-225778
THE GENERAL PARTNER RESERVES THE RIGHT TO OFFER A GREATER OR LESSER AMOUNT OF LIMITED PARTNER INTERESTS. TOTAL OFFERING AMOUNT IS AGGREGATED TOGETHER WITH COMVEST INVESTMENT PARTNERS V-A, L.P.

Source: Form D, filed Oct 3, 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

COMVEST INVESTMENT PARTNERS V, L.P.

Investment adviser: CIP ADVISORS, LLC

Gross asset value
$269M
Beneficial owners
54
ADV minimum commitment
$5M

Reported in Form ADV on Jul 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, 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

ERNST & YOUNG LLP
PCAOB 42

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Filing source

Form ADV 2117292 · Jul 23, 2026 · Schedule D 7.B.(1), fund 805-8816377558

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
John Caple Executive, Promoter
Thomas B. Clark Executive, Promoter
Michael S. Falk Executive, Promoter
Roger Marrero Executive, Promoter
Cecilio M. Rodriguez Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
525 Okeechobee Boulevard, Suite 1050
West Palm Beach, FL, 33401