Form D · Private Equity Fund
Merit Mezzanine Fund V, L.P.
Chicago, IL · CIK 0001474102
Offering snapshot reported Oct 13, 2009 · SEC filing
- Reported sold
- Yet to sell Offering amount: $588M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $1M 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 13, 2009 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- 06, 3C, 3C.1, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-135163
Note re: Item 11: The general partner of the Issuer reserves the right to adjust the minimum participation from time to time. Note re: Item 13: The general partner of the Issuer reserves the right to offer a greater amount of limited partner interests.
Source: Form D, filed Oct 13, 2009. 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
MERIT MEZZANINE FUND V, L.P.
Investment adviser: MERIT CAPITAL PARTNERS VI, LLC
- Gross asset value
- $107M
- Beneficial owners
- 23
- ADV minimum commitment
- $5M
Reported in Form ADV on Jul 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE & MORAN PLLC
PCAOB 166
CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Filing source
Form ADV 2117850 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-5578610158
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.
| Name | Reported role |
|---|---|
| Thomas F. Campion | Executive, Promoter |
| David M. Jones | Executive, Promoter |
| Timothy J. Mac Kenzie | Executive, Promoter |
| Daniel E. Pansing | Executive, Promoter |
| Terrance M. Shipp | Executive, Promoter |
| Marc J. Walfish | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60606