Form D · Private Equity Fund

PEG U.S. Corporate Finance Institutional Investors V LLC

New York, NY · CIK 0001595439

Offering snapshot reported Jul 21, 2015 · SEC filing

Reported sold
$368M
Indefinite offering
Investors reported
8
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Dec 23, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$184M$368MDec 30, 2013: $82,432,041.00Dec 30, 2013Dec 22, 2014: $332,818,438.00Dec 22, 2014Jul 21, 2015: $368,000,000.00Jul 21, 2015

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$332,818,438 → $368,000,000
  • Reported investors7 → 8
  • Minimum accepted$10,000,000 → $5,000,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 21, 2015Amendment$368,000,000$35,181,562vs Dec 22, 20148SEC filing
Dec 22, 2014Amendment$332,818,438$250,386,397vs Dec 30, 20137SEC filing
Dec 30, 2013Initial$82,432,041No comparison4SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-208893

Source: Form D, filed Jul 21, 2015. 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

PEG U.S. CORPORATE FINANCE INSTITUTIONAL INVESTORS V LLC

Investment adviser: J.P. MORGAN INVESTMENT MANAGEMENT INC.

Gross asset value
$23.8M
Beneficial owners
15
ADV minimum commitment
$10M

Reported in Form ADV on Aug 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator INTERNATIONAL FUND SERVICES (N.A.), L.L.C BOSTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

STATE STREET BANK AND TRUST COMPANY
LEI 54930040JC7I4R2I8K66

Filing source

Form ADV 2126828 · Aug 26, 2026 · Schedule D 7.B.(1), fund 805-5111117506

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
Kenneth H Beer Director
N/A J.P. Morgan Institutional Investments Inc. Promoter
N/A J.P. Morgan Investment Management Inc. Executive, Promoter
N/A J.P. Morgan Securities Llc Promoter
Sean T. Leonard Director
S. Lawrence Prendergast Director
Linda Rathbun Taylor Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Jp Morgan Investment Management Inc 320 Park Ave
New York, NY, 10022