Form D · Other Investment Fund

Hauser Private Equity Core Fund V, LP

Cincinnati, OH · CIK 0002065090

Offering snapshot reported Aug 21, 2026 · SEC filing

Reported sold: $402M
Investors reported: 153
Minimum accepted: $1M
First sale: Jun 2, 2025

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$285,000,000 → $402,425,000
Reported investors101 → 153

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 21, 2026	Amendment	$402,425,000	$117,425,000vs Jun 13, 2025	153	SEC filing
Jun 13, 2025	Initial	$285,000,000	No comparison	101	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-548951

Source: Form D, filed Aug 21, 2026. 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

HAUSER PRIVATE EQUITY CORE FUND V, LP

Investment adviser: HPE CAPITAL MANAGEMENT II, LLC

Gross asset value: $402M
Beneficial owners: 102
ADV minimum commitment: $1M

Reported in Form ADV on Sep 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PIEDMONT FUND SERVICES HERNDON, Virginia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BARNES DENNIG CINCINNATI, Ohio, United States

Custodian LAKE FOREST BANK AND TRUST COMPANY LAKE FOREST, Illinois, 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

Filing source

Form ADV 2133072 · Sep 17, 2026 · Schedule D 7.B.(1), fund 805-6540632187

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
Hauser Private Equity Core Fund III, LLC	Jan 17, 2017	$93,050,000	26
Hauser Private Equity Core Fund V, LP (this fund)	Aug 21, 2026	$402,425,000	153

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
Mark J. Hauser	Executive, Promoter
Paul M. Swanson	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

5905 E. Galbraith Road Suite 9000
Cincinnati, OH, 45236