Form D · Other Investment Fund

Mainline West Tax Advantaged Opportunity Fund V LLC

Denver, CO · CIK 0001732540

Offering snapshot reported Jan 2, 2019 · SEC filing

Reported sold
$92.5M
Offering amount: $100M
Investors reported
74
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Aug 21, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$46.2M$92.5MMar 8, 2018: $90,035,000.00Mar 8, 2018Oct 31, 2018: $90,035,000.00Oct 31, 2018Jan 2, 2019: $92,460,000.00Jan 2, 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 sold$90,035,000 → $92,460,000
  • Reported investors67 → 74

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 2, 2019Amendment$92,460,000$2,425,000vs Mar 8, 201874SEC filing
Oct 31, 2018Amendment$90,035,000$0vs Mar 8, 201867SEC filing
Mar 8, 2018Initial$90,035,000No comparison67SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-307239

Source: Form D, filed Jan 2, 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

MAINLINE WEST TAX ADVANTAGED OPPORTUNITY FUND V LLC

Investment adviser: MAINLINE WEST FUND MANAGER LLC

Gross asset value
$300M
Beneficial owners
74
ADV minimum commitment
$100K

Reported in Form ADV on Mar 14, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor SPICER JEFFRIES DENVER, Colorado, United States
Custodian WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC WILMINGTON, Delaware, United States Related to adviser: No
Marketer M HOLDINGS SECURITIES, INC. PORTLAND, Oregon, 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

SPICER JEFFRIES
PCAOB 349

WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
SEC 8-37376

M HOLDINGS SECURITIES, INC.
CRD 43285 · SEC 801-57304

Filing source

Form ADV 2057187 · Mar 14, 2026 · Schedule D 7.B.(1), fund 805-6943896794

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
Paul Dannenhauer Executive
Bradley J Kreidle Executive
Michael C Maciolek Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
700 17 Th Street Suite 1500
Denver, CO, 80202