Form D · Private Equity Fund

Kline Hill Partners Core Fund V LP

Greenwich, CT · CIK 0002009863

Offering snapshot reported Feb 27, 2024 · SEC filing

Reported sold
Yet to sell
Offering amount: $750M
Investors reported
0
Form D · investor count
Minimum accepted
$0
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
Feb 27, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
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
021-506210
The total offering amount represents the aggregate amount that the Issuer, together with an affiliated issuer, is offering.

Source: Form D, filed Feb 27, 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

KLINE HILL PARTNERS CORE FUND V LP

Investment adviser: KLINE HILL PARTNERS LP

Gross asset value
$1.59B
Beneficial owners
484
ADV minimum commitment
$47K

Reported in Form ADV on Jul 7, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor RSM US LP STAMFORD, Connecticut, United States
Custodian CARTA SECURITIES, LLC SAN FRANCISCO, California, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Custodian RAYMOND JAMES & ASSOCIATES, INC. BALTIMORE, Maryland, United States Related to adviser: No
Custodian SILICON VALLEY BANK BOSTON, Massachusetts, United States Related to adviser: No
Marketer BROOKLANDS CAPITAL STRATEGIES BD, LP SAN FRANCISCO, California, United States Related to adviser: No
Marketer FINEX HONG KONG LIMITED DES VOEUX ROAD CENTRAL, Hong Kong Related to adviser: No
Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States
Prime broker MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States
Prime broker MORGAN STANLEY NEW YORK, New York, United States
Prime broker RAYMOND JAMES & ASSOCIATES, INC. BALTIMORE, Maryland, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

RSM US LP
PCAOB 49

CARTA SECURITIES, LLC
SEC 8-69701

J.P. MORGAN SECURITIES LLC
SEC 8-35008

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

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

BROOKLANDS CAPITAL STRATEGIES BD, LP
CRD 281951 · SEC 8-69696

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221

MORGAN STANLEY
CRD 149777 · SEC 8-68191

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 8-10999

Filing source

Form ADV 2118148 · Jul 7, 2026 · Schedule D 7.B.(1), fund 805-7912588104

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
Jared Barlow Executive
Michael A. Bego Executive
N/A Khp Fund Gp V Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
325 Greenwich Avenue 3 Rd Floor
Greenwich, CT, 06830