Form D · Pooled Investment Fund

HORSLEY BRIDGE INTERNATIONAL V LP

San Francisco, CA · CIK 0001445286

Offering snapshot reported May 28, 2009 · SEC filing

Reported sold
$1.54B
Offering amount: $1.6B
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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
May 28, 2009Amendment$1,539,850,000No comparisonNot reportedSEC filing
Sep 10, 2008PaperNot reportedNo comparisonNot reportedSEC 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
021-122524

Source: Form D, filed May 28, 2009. 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

HORSLEY BRIDGE INTERNATIONAL V, L.P.

Investment adviser: HORSLEY BRIDGE PARTNERS LLC

Gross asset value
$3.05B
Beneficial owners
39
ADV minimum commitment
$10M

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

Service providers

Auditor PRICEWATERHOUSECOOPERS LLP SAN FRANCISCO, California, United States
Custodian CITIZENS BANK, NA PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Custodian PRINCIPAL BANK WACO, Texas, United States Related to adviser: No
Custodian RAYMOND JAMES & ASSOCIATES, INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

CITIZENS BANK, NA
LEI DRMSV1Q0EKMEXLAU1P80

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

PRINCIPAL BANK
LEI 549300GJUS3RD4RG4D56

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Filing source

Form ADV 2111779 · Jun 17, 2026 · Schedule D 7.B.(1), fund 805-1340656901

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
Kathryn Abbott Executive, Promoter
Fred E. Berkowitz Executive, Promoter
Gary L. Bridge Executive, Promoter
Lance Cottrill Executive, Promoter
Joshua D. Freeman Executive, Promoter
Alfred J. Giuffrida Executive, Promoter
Hbi V, Llc Hbi V, Llc Executive, Promoter
Phillip Horsley Executive, Promoter
Horsley Bridge Partners Llc Horsley Bridge Partners Llc Executive, Promoter
Kathleen M. Murphy Executive, Promoter
Elizabeth D. Obershaw Executive, Promoter
Duane E. Phillips Executive, Promoter
N. Dan Reeve Executive, Promoter
Yi Sun Promoter
Alexa Zhang Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
505 Montgomery Street 21 St Floor
San Francisco, CA, 94111