Form D · Other Investment Fund

Edgewood Capital Partners V LLC

Southport, CT · CIK 0001551922

Offering snapshot reported Sep 8, 2026 · SEC filing

Reported sold: $79.2M
Investors reported: 180
Minimum accepted: $0
First sale: Jun 12, 2012

Fundraising history

Reported sold

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$70,651,474 → $79,235,537

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 8, 2026	Amendment	$79,235,537	$8,584,063vs Sep 8, 2025	180	SEC filing
Sep 8, 2025	Amendment	$70,651,474	No comparison	Not reported	SEC filing
Jul 12, 2024	Amendment	$63,947,243	$6,869,447vs Jul 14, 2023	141	SEC filing
Jul 14, 2023	Amendment	$57,077,796	$8,181,850vs Jul 15, 2022	126	SEC filing
Jul 15, 2022	Amendment	$48,895,946	$4,485,662vs Jul 16, 2021	114	SEC filing
Jul 16, 2021	Amendment	$44,410,284	No comparison	Not reported	SEC filing
Dec 6, 2016	Amendment	$18,775,000	$7,800,000vs Jun 18, 2012	53	SEC filing
Jun 18, 2012	Initial	$10,975,000	No comparison	28	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.5
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-179924

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
John Anthony Combias	705794	MSEC, LLC · CRD 154327
Zachary Oyer	7123635	MSEC, LLC · CRD 154327
Robert Saxton Fowler	4208477	J.W. COLE FINANCIAL, INC. · CRD 124583
ERG SECURITIES (US) LLC	121057
Derek James Carroll	7718371	STONEHAVEN, LLC · CRD 118913
James Matthew Sanford	2477025	STONEHAVEN, LLC · CRD 118913

Source: Form D, filed Sep 8, 2026. 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

EDGEWOOD CAPITAL PARTNERS V LLC

Investment adviser: EDGEWOOD CAPITAL ADVISORS, LLC

Gross asset value: $3.28M
Beneficial owners: 136
ADV minimum commitment: $25K

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TRIDENT FUND SERVICES ATLANTA, Georgia, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor COHN REZNICK STAMFORD, Connecticut, United States

Marketer MSEC, LLC OVERLAND PARK, Kansas, United States Related to adviser: No

Marketer STONEHAVEN, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

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

COHN REZNICK
PCAOB 596

MSEC, LLC
CRD 154327 · SEC 8-68627

STONEHAVEN, LLC
CRD 118913 · SEC 8-53699

Filing source

Form ADV 2070457 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-6988718320

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
Michael Harold House	Executive
Jonathan Michael Levirne	Executive, Promoter
Thomas Francis Mc Devitt	Executive
Tammy A. Pendergast	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2425 Post Road Suite 300
Southport, CT, 06890