Form D · Pooled Investment Fund

Falfurrias Capital Partners V, LP

Charlotte, NC · CIK 0001880451

Offering snapshot reported Sep 3, 2021 · SEC filing

Reported sold: $850M
Investors reported: Not reported
Minimum accepted: Not reported
First sale: Not reported

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 3, 2021	Initial	$850,000,000	No comparison	Not reported	SEC filing

Offering details

Securities: Not reported
Exemptions: Not reported
Duration over one year: Not reported
Business combination: Not reported

Sales commissions: Not reported
Finders' fees: Not reported
Form D file number: 021-412299

Source: Form D, filed Sep 3, 2021. 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

FALFURRIAS CAPITAL PARTNERS V LP

Investment adviser: FALFURRIAS MANAGEMENT PARTNERS LP

Gross asset value: $1.31B
Beneficial owners: 105
ADV minimum commitment: $5M

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

Service providers

Auditor KPMG CHARLOTTE, North Carolina, United States

Custodian ALCENTRA NEW YORK, New York, United States Related to adviser: No

Custodian BANK OF AMERICA CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian BMO CHICAGO, Illinois, United States Related to adviser: No

Custodian COMPEER BURLINGTON, Wisconsin, United States Related to adviser: No

Custodian ELDRIDGE (MARANON CAPITAL, L.P.) CHICAGO, Illinois, United States Related to adviser: No

Custodian FIDUS INVESTMENT CORPORATION CHICAGO, Illinois, United States Related to adviser: No

Custodian FIFTH THIRD BANK CINCINATTI, Ohio, United States Related to adviser: No

Custodian LIVE OAK BANK WILMINGTON, North Carolina, United States Related to adviser: No

Custodian MIDCAP BETHESDA, Maryland, United States Related to adviser: No

Custodian PINNACLE BANK NASHVILLE, Tennessee, United States Related to adviser: No

Custodian STELLUS CAPITAL MANAGEMENT NEW YORK, New York, United States Related to adviser: No

Custodian TRUIST, NA CHARLOTTE, North Carolina, United States Related to adviser: No

Marketer SHANNON ADVISORS LLC SUMMIT, New Jersey, United States Related to adviser: No

Provider details

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

KPMG
PCAOB 185

SHANNON ADVISORS LLC
CRD 150305 · SEC 8-68243

Filing source

Form ADV 2075981 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8449621252

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Falfurrias Capital Partners II, LP	May 8, 2013	$105,700,000	39
Falfurrias Capital Partners III, LP	Oct 13, 2016	$237,300,000	61
Falfurrias Capital Partners IV, LP	Feb 14, 2019	$485,000,000	81
Falfurrias Capital Partners V, LP (this fund)	Sep 3, 2021	$850,000,000	Not reported
Falfurrias Capital Partners VI, LP	Dec 18, 2024	Yet to sell	0

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
General Partner Falfurrias Equity Partners V Llc	Director, Executive
W. Edwin Mc Mahan, Jr.	Director, Executive
Marc D. Oken	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

100 North Tryon Street Suite 4100
Charlotte, NC, 28202