Form D · Private Equity Fund
Mesa West Real Estate Income Fund V, L.P.
Los Angeles, CA · CIK 0001863354
Offering snapshot reported Feb 15, 2023 · SEC filing
- Reported sold
- $1.37B Indefinite offering
- Investors reported
- 184 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 25, 2021 As reported in this filing
Fundraising history
Reported soldDates 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$866,628,866 → $1,369,667,010
- Reported investors143 → 184
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 15, 2023 | Amendment | $1,369,667,010 | $503,038,144vs Oct 1, 2021 | 184 | SEC filing |
| Oct 1, 2021 | Amendment | $866,628,866 | $264,463,918vs Jun 4, 2021 | 143 | SEC filing |
| Jun 4, 2021 | Initial | $602,164,948 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $596K
- Finders' fees
- $0
- Form D file number
- 021-401755
The offering initially ended on 8/31/2022, but was reopened to sell securities to one additional investor. This amendment is being filed in connection with such reopening and sale. The total amount sold includes sales made by a parallel fund.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Morgan Stanley Smith Barney LLC | 149777 |
Source: Form D, filed Feb 15, 2023. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Jeffrey E. Friedman | Executive |
| John Klopp | Executive |
| [Entity] Mesa West Capital, Llc | Promoter |
| [Entity] Mesa West Real Estate Income Fund V Gp, Llc | Promoter |
| Mark J. Zytko | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Los Angeles, CA, 90025