Form D · Private Equity Fund

Hale Capital Partners Fund V, LP

New York, NY · CIK 0002028191

Offering snapshot reported Aug 13, 2024 · SEC filing

Reported sold
$48.2M
Indefinite offering
Investors reported
60
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 26, 2024
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
Aug 13, 2024Initial$48,225,000No comparison60SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
3C.7, 06b, 3C
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-521404

Source: Form D, filed Aug 13, 2024. 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

HALE CAPITAL PARTNERS FUND V, LP

Investment adviser: HALE CAPITAL MANAGEMENT, LP

Gross asset value
$110M
Beneficial owners
110
ADV minimum commitment
$1M

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 SUNTERA FUND SERVICES SHORT HILL, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP GRAND CAYMAN, Cayman Islands
Custodian CLEAR STREET LLC NEW YORK, New York, United States Related to adviser: No
Custodian PEAPACK PRIVATE BANK & TRUST NEW YORK, New York, United States Related to adviser: No
Prime broker CLEAR STREET LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 1323

CLEAR STREET LLC
SEC 8-69972

PEAPACK PRIVATE BANK & TRUST
LEI 549300FZJCP0WM3QJH15

CLEAR STREET LLC
CRD 288933 · SEC 8-69972

Filing source

Form ADV 2087221 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4130198464

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
Martin Hale Executive, Promoter
N/A Hale Capital Management, L.P. Promoter
N/A Hale Fund Partners Ii, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
17 State Street Suite 4000
New York, NY, 10004