Form D · Private Equity Fund

Halifax Capital Partners V, L.P.

Raleigh, NC · CIK 0001926890

Offering snapshot reported May 1, 2024 · SEC filing

Reported sold: $445M
Investors reported: 92
Minimum accepted: $0
First sale: Jun 8, 2022

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$324,369,436 → $444,997,103
Reported investors57 → 92

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 1, 2024	Amendment	$444,997,103	$120,627,667vs May 2, 2023	92	SEC filing
May 2, 2023	Amendment	$324,369,436	No comparison	57	SEC filing
May 4, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $3.75M (estimated)
Finders' fees: $0
Form D file number: 021-444438

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Harris Williams LLC	113930

Source: Form D, filed May 1, 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

HALIFAX CAPITAL PARTNERS V, LP

Investment adviser: HALIFAX INVESTMENT MANAGEMENT, L.L.C.

Gross asset value: $716M
Beneficial owners: 118
ADV minimum commitment: $5M

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 RSM US LLP NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, P.C. RALEIGH-DURHAM, North Carolina, United States

Provider details

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

BDO USA, P.C.
PCAOB 243

Filing source

Form ADV 2076288 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-4549218592

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
Halifax Capital Partners III, L.P.	Dec 23, 2011	$150,500,000	14
Halifax Capital Partners IV, L.P.	Nov 15, 2016	Yet to sell	0
Halifax Capital Partners V, L.P. (this fund)	May 1, 2024	$444,997,103	92

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
Christopher C. Cathcart	Executive
Arthur Thomas High, Jr.	Executive
Scott S. Plumridge	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O The Halifax Group, L.L.C. 3605 Glenwood Avenue, Suite 490
Raleigh, NC, 27612