Form D · Private Equity Fund

Five Elms V Q, L.P.

Kansas City, MO · CIK 0001860680

Offering snapshot reported Jul 21, 2021 · SEC filing

Reported sold
$780M
Offering amount: $780M
Investors reported
137
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 7, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 137

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 21, 2021Amendment$780,000,000No comparison137SEC filing
May 6, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$4.98M
Finders' fees
$0
Form D file number
021-398451
The above amounts include total partner capital committed to the Issuer and its parallel funds.
The above amount includes commissions payable by the Issuer and its parallel funds.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Evercore Group, L.L.C.42405

Source: Form D, filed Jul 21, 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

FIVE ELMS V Q, LP

Investment adviser: FIVE ELMS CAPITAL MANAGEMENT, LLC

Gross asset value
$328M
Beneficial owners
133
ADV minimum commitment
$3M

Reported in Form ADV on Jun 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP KANSAS CITY, Missouri, United States
Custodian ACADEMY BANK, NATIONAL ASSOCIATION KANSAS CITY, Missouri, United States Related to adviser: No
Custodian BANC OF CALIFORNIA SANTA ANA, California, 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

DELOITTE & TOUCHE LLP
PCAOB 34

ACADEMY BANK, NATIONAL ASSOCIATION
LEI 549300LP0CV2MNC1GV68

BANC OF CALIFORNIA
LEI 5493OOA7DTSCJLI33451

Filing source

Form ADV 2109529 · Jun 1, 2026 · Schedule D 7.B.(1), fund 805-4546113115

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
Fred N. Coulson, Iv Executive
Five Elms V Gp, Llc Executive
Five Elms V Gp, L.P. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4801 Main Street Suite 700
Kansas City, MO, 64112