Form D · Private Equity Fund

EagleTree Partners V (Offshore), LP

New York, NY · CIK 0001765708

Offering snapshot reported Feb 11, 2020 · SEC filing

Reported sold: $388M
Investors reported: 22
Minimum accepted: $1
First sale: Feb 1, 2019

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 22

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 11, 2020	Amendment	$387,999,433	No comparison	22	SEC filing
Jan 31, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $1.8M (estimated)
Finders' fees: $0
Form D file number: 021-331886

Total Offering Amount applies to Issuer and related entities. Total Amount Sold applies to Issuer only. Total Remaining to be Sold is the difference between the two. Issuer's offering period has expired, no further interests will be offered for sale.

The amount of the sales commissions is estimated for the Issuer and certain related entities.

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
Lazard Freres & Co. LLC	2528
Florida Atlantic Securities Corp.	43272

Source: Form D, filed Feb 11, 2020. 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

EAGLETREE PARTNERS V (OFFSHORE), LP

Investment adviser: EAGLETREE CAPITAL, LP

Gross asset value: $431M
Beneficial owners: 23
ADV minimum commitment: $5M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator LEVERPOINT MANAGEMENT, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA NA NEW YORK, New York, United States Related to adviser: No

Custodian COMERICA BANK BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

BANK OF AMERICA NA
LEI 9DJT3UXIJIZJI4WXO774

COMERICA BANK
LEI 70WY0ID1N53Q4254VH70

Filing source

Form ADV 2076521 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-1114445671

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
Name	Reported role
Anup Bagaria	Executive
Robert Fogelson	Executive
George L. Majoros, Jr.	Executive
Robert Mersten	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1185 Avenue Of The Americas 39 Th Floor
New York, NY, 10036