Form D · Other Investment Fund

Davis Investment Ventures Fund V, L.P.

Boston, MA · CIK 0001942917

Offering snapshot reported Oct 11, 2023 · SEC filing

Reported sold
$16.8M
Indefinite offering
Investors reported
42
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 15, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.38M$16.8MAug 22, 2022: $11,800,000.00Aug 22, 2022Oct 11, 2023: $16,750,000.00Oct 11, 2023

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$11,800,000 → $16,750,000
  • Reported investors29 → 42

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 11, 2023Amendment$16,750,000$4,950,000vs Aug 22, 202242SEC filing
Aug 22, 2022Initial$11,800,000No comparison29SEC filing

Offering details

Securities
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
021-456423
The Issuer has engaged the placement agents listed in Section 12, and each listed placement agent will be paid compensation based on a formula relating to the amount of capital raised by such placement agent.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Park Madison Partners LLC140016Park Madison Partners LLC · CRD 140016
Kipling Capital, Inc.41196Kipling Capital, Inc. · CRD 41196

Source: Form D, filed Oct 11, 2023. 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

DAVIS INVESTMENT VENTURES FUND V, L.P

Investment adviser: DAVIS INVESTMENT VENTURES, LLC

Gross asset value
$18.8M
Beneficial owners
47
ADV minimum commitment
$1M

Reported in Form ADV on Apr 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG BOSTON, Massachusetts, United States
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Marketer AVENUE ALTERNATIVES SINGAPORE, Singapore Related to adviser: No
Marketer KIPLING CAPITAL, INC. MILL VALLEY, California, United States Related to adviser: No
Marketer PARK MADISON PARTNERS LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

KPMG
PCAOB 185

KIPLING CAPITAL, INC.
CRD 41196 · SEC 8-49349

PARK MADISON PARTNERS LLC
CRD 140016 · SEC 8-67270

Filing source

Form ADV 2100843 · Apr 29, 2026 · Schedule D 7.B.(1), fund 805-3470961696

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 Cantalupa Executive
Leslie Cohen Executive
Steve Coyle Executive
Cappy Daume Executive
Jonathan G. Davis Executive
Stephen Davis Executive
Josh Israel Executive
Robert Kubica Executive
Ravi Ragnauth Executive
Quentin Reynolds Executive
Mark Smith Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
125 High Street, Suite 2111
Boston, MA, 02110