Form D · Pooled Investment Fund

ICON PARTNERS V, L.P.

Santa Monica, CA · CIK 0001879410

Offering snapshot reported Aug 26, 2021 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Yet to occur
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 26, 2021InitialYet to sellNo 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
021-411431

Source: Form D, filed Aug 26, 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

ICON PARTNERS V, L.P.

Investment adviser: CLEARLAKE CAPITAL GROUP, L.P.

Gross asset value
$794M
Beneficial owners
45
ADV minimum commitment
$0

Reported in Form ADV on Jun 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GRANT THORNTON LLP CHICAGO, Illinois, United States
Custodian JP MORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Marketer EVERCORE GROUP, LLC 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
Yes

GRANT THORNTON LLP
PCAOB 248

Filing source

Form ADV 2110273 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-2269630729

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
Behdad Eghbali Executive, Promoter
Jose E. Feliciano Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
233 Wilshire Blvd., Suite 800
Santa Monica, CA, 90401