Form D · Hedge Fund

LSV Special Opportunities Domestic Fund V, L.P.

New York, NY · CIK 0001693382

Offering snapshot reported Dec 30, 2019 · SEC filing

Reported sold
$82.8M
Indefinite offering
Investors reported
26
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 1, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$41.4M$82.8MDec 28, 2016: $11,735,000.00Dec 28, 2016Dec 28, 2017: $68,158,120.00Dec 28, 2017Dec 28, 2018: $82,805,120.00Dec 28, 2018Dec 30, 2019: $82,805,120.00Dec 30, 2019

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 investors22 → 26

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 30, 2019Amendment$82,805,120$0vs Dec 28, 201826SEC filing
Dec 28, 2018Amendment$82,805,120$14,647,000vs Dec 28, 201722SEC filing
Dec 28, 2017Amendment$68,158,120$56,423,120vs Dec 28, 201619SEC filing
Dec 28, 2016Initial$11,735,000No comparison6SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$235K (estimated)
Finders' fees
$0
Form D file number
021-277146

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Castle Hill Capital Partners, Inc.44131
Old City Securities LLC171910
Florida Atlantic Securities Corp.43272

Source: Form D, filed Dec 30, 2019. 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

LSV SPECIAL OPPORTUNITIES DOMESTIC FUND V, L.P.

Investment adviser: LGK ADVISORS, LLC

Gross asset value
$59.3M
Beneficial owners
28
ADV minimum commitment
$500K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP NEW YORK, New York, United States
Custodian CITCO BANKING CORPORATION N.V. WILLEMSTAD, Curacao Related to adviser: No
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian STIFEL BANK NEW YORK, New York, United States Related to adviser: No
Marketer CASTLE HILL CAPITAL PARTNERS, INC. NEW YORK, New York, United States Related to adviser: No
Marketer OLD CITY SECURITIES 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
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

CITCO BANKING CORPORATION N.V.
LEI 549300HEYP0HGEVT8L46

STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03

CASTLE HILL CAPITAL PARTNERS, INC.
CRD 44131 · SEC 8-50550

OLD CITY SECURITIES LLC
CRD 171910 · SEC 8-69488

Filing source

Form ADV 2068782 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4912440702

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
Daniel R. Altman Executive
Saul E. Diamond Executive
N/A Lgk Advisors, L.P. Executive
N/A Lgk General Partner Iv, L.P. Promoter
Aaron E. Shapiro Executive
David G. Tisch Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
540 Madison Avenue, 33rd Floor
New York, NY, 10022