Form D · Other Investment Fund
EASTWARD CAPITAL PARTNERS V LP
West Newton, MA · CIK 0001430004
Offering snapshot reported Apr 14, 2010 · SEC filing
- Reported sold
- $43.2M Offering amount: $200M
- Investors reported
- 94 Form D · investor count
- Minimum accepted
- $75K Reported outside-investor minimum
- First sale
- Feb 29, 2008 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 14, 2010 | Amendment | $43,165,000 | No comparison | 94 | SEC filing |
| Mar 14, 2008 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-116053
Issuer formerly employed Bear Stearns. That agreement has terminated.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Bear Stearns & Co., Inc. | None |
Source: Form D, filed Apr 14, 2010. 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
EASTWARD CAPITAL PARTNERS V, LP
Investment adviser: EASTWARD CAPITAL PARTNERS, LLC
- Gross asset value
- $655K
- Beneficial owners
- 92
- ADV minimum commitment
- $75K
Reported in Form ADV on Mar 27, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Filing source
Form ADV 1402709 · Mar 27, 2020 · Schedule D 7.B.(1), fund 805-4657815985
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.
| Name | Reported role |
|---|---|
| David Z Alpert | Promoter |
| Dennis P. Cameron | Promoter |
| Promoter Eastward Capital Partners, Llc | Promoter |
| General Partner Eastward Capital Partners V Gp, L.P. | Promoter |
| General Partner Of Gp Ecp V Gp, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:West Newton, MA, 02465