Form D · Private Equity Fund

EOC PARTNERS CO-INVEST FUND - V LP

Houston, TX · CIK 0001965886

Offering snapshot reported Mar 23, 2023 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 23, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-476678

Source: Form D, filed Mar 23, 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

EOC PARTNERS CO-INVEST FUND - V LP

Investment adviser: EOC PARTNERS ADVISORS L.P.

Gross asset value
$84.9M
Beneficial owners
25
ADV minimum commitment
$50K

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 IQ-EQ (US) DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP HOUSTON, Texas, United States
Custodian CITIBANK NEW YORK, New York, 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

WHITLEY PENN LLP
PCAOB 726

Filing source

Form ADV 2081417 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1788092681

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
Nicholas Fersen Executive
Richard Punches Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1717 West Loop South, 18 Th Floor
Houston, TX, 77027