Form D · Private Equity Fund

Edgewater Capital Partners V, LP

Cleveland, OH · CIK 0001964270

Offering snapshot reported Dec 28, 2023 · SEC filing

Reported sold
$331M
Offering amount: $331M
Investors reported
33
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 27, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$165M$331MFeb 8, 2023: $110,000,000.00Feb 8, 2023Dec 28, 2023: $330,500,000.00Dec 28, 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$110,000,000 → $330,500,000
  • Reported investors10 → 33

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 28, 2023Amendment$330,500,000$220,500,000vs Feb 8, 202333SEC filing
Feb 8, 2023Initial$110,000,000No comparison10SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$120K (estimated)
Finders' fees
$0
Form D file number
021-472891

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FirstPointe EquityNone

Source: Form D, filed Dec 28, 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

EDGEWATER CAPITAL PARTNERS V, LP

Investment adviser: EDGEWATER CAPITAL MANAGEMENT, LLC

Gross asset value
$285M
Beneficial owners
11
ADV minimum commitment
$10M

Reported in Form ADV on May 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor RSM US LLP CLEVELAND, Ohio, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Filing source

Form ADV 2107528 · May 21, 2026 · Schedule D 7.B.(1), fund 805-9503307314

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
Christopher Childres Executive
Brian Leonard Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5005 Rockside Road, Ph 1300
Cleveland, OH, 44131