Form D · Other Investment Fund

Midwest Mezzanine Fund V, LP

Chicago, IL · CIK 0001564542

Offering snapshot reported Aug 9, 2013 · SEC filing

Reported sold
$54.9M
Indefinite offering
Investors reported
7
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 30, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$27.4M$54.9MDec 14, 2012: $37,000,000.00Dec 14, 2012Jan 14, 2013: $47,000,000.00Aug 9, 2013: $54,850,000.00Aug 9, 2013

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$47,000,000 → $54,850,000
  • Reported investors6 → 7

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 9, 2013Amendment$54,850,000$7,850,000vs Jan 14, 20137SEC filing
Jan 14, 2013Amendment$47,000,000$10,000,000vs Dec 14, 20126SEC filing
Dec 14, 2012Initial$37,000,000No comparison5SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$453K (estimated)
Finders' fees
$0
Form D file number
021-188358
As of July 31, 2013.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ron SchutzNone
CrossBay Capital Partners LLCNoneEquus Financial Consulting LLC · CRD 131449

Source: Form D, filed Aug 9, 2013. 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

MIDWEST MEZZANINE FUND V, L.P.

Investment adviser: MMF CAPITAL MANAGEMENT V LLC

Gross asset value
$5.12M
Beneficial owners
8
ADV minimum commitment
$1M

Reported in Form ADV on Apr 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor CROWE, LLP CHICAGO, Illinois, United States
Custodian CIBC BANK USA CHICAGO, Illinois, United States Related to adviser: No
Marketer EQUUS FINANCIAL CONSULTING LLC NEW CANAAN, Connecticut, United States Related to adviser: No
Marketer SPARRING PARTNERS CAPITAL 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
No
External marketing
Yes

CROWE, LLP
PCAOB 173

EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467

SPARRING PARTNERS CAPITAL LLC
CRD 133780 · SEC 8-66777

Filing source

Form ADV 2098740 · Apr 30, 2026 · Schedule D 7.B.(1), fund 805-2207145655

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
C. Michael Foster Director, Executive
David A. Gezon Director, Executive
Paul G. Kreie Director, Executive
N/A Midwest Mezzanine Management V Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
55 West Monroe Street Suite 3650
Chicago, IL, 60603