Form D · Other Investment Fund

Dyal V Pension Investors LP

New York, NY · CIK 0001830927

Offering snapshot reported Nov 15, 2022 · SEC filing

Reported sold
$696M
Indefinite offering
Investors reported
30
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 13, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$348M$696MNov 10, 2020Nov 12, 2021: $574,000,000.00Nov 12, 2021Nov 15, 2022: $696,250,000.00Nov 15, 2022

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$574,000,000 → $696,250,000
  • Reported investors21 → 30

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 15, 2022Amendment$696,250,000$122,250,000vs Nov 12, 202130SEC filing
Nov 12, 2021Amendment$574,000,000No comparison21SEC filing
Nov 10, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$7.75M (estimated)
Finders' fees
$0
Form D file number
021-380151
Sales Commissions reflects the aggregate amount with respect to the Issuer's family of funds.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Neuberger Berman BD LLC2908
Blue Owl Securities LLC283250
Rockefeller Financial LLC291361
Citi Private Advisory, LLC153777
HMC Itajuba CapitalsNone
eBest Investment & Securities Co., Ltd.None
Samsung Securities Co., Ltd.None
Shinyoung Securities Co., Ltd.None

Source: Form D, filed Nov 15, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Jennifer Brouse Executive
Jamie Lurie Executive
Mark O'sullivan Executive
Michael Rees Executive
Sean Ward Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1290 Avenue Of The Americas
New York, NY, 10104