Form D · Other Investment Fund

Ecosystem Investment Partners V, L.P.

Baltimore, MD · CIK 0002009811

Offering snapshot reported Mar 24, 2025 · SEC filing

Reported sold
$304M
Offering amount: $650M
Investors reported
15
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 25, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 15

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 24, 2025Amendment$304,100,000No comparison15SEC filing
Mar 25, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$2.22M (estimated)
Finders' fees
$0
Form D file number
021-508464
The General Partner shall pay a fee to a placement agent determined by formula.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Monument Group, Inc.36339

Source: Form D, filed Mar 24, 2025. 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

ECOSYSTEM INVESTMENT PARTNERS V, LP

Investment adviser: ECOSYSTEM INVESTMENT PARTNERS, LLC

Gross asset value
$418M
Beneficial owners
20
ADV minimum commitment
$0

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor CBIZ CPAS P.C. PROVIDENCE, Rhode Island, United States
Custodian FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer MONUMENT GROUP, INC. 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
Yes

CBIZ CPAS P.C.
PCAOB 199

FIRST CITIZENS BANK
LEI 549300ZX7CMZ93QCZQ91

MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248

Filing source

Form ADV 2085413 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7552309987

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
Adam Davis Executive
Nicholas Dilks Executive
N/A Eip Partners V, Llc Executive
Heath Rushing Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5550 Newbury Street, Suite B
Baltimore, MD, 21209