Form D · Private Equity Fund

Monarch Capital Partners Offshore V LP

New York, NY · CIK 0001812290

Offering snapshot reported Dec 17, 2020 · SEC filing

Reported sold
$1.56B
Indefinite offering
Investors reported
229
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 4, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$778M$1.56BMay 19, 2020: $474,875,938.00May 19, 2020Dec 17, 2020: $1,555,415,438.00Dec 17, 2020

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$474,875,938 → $1,555,415,438
  • Reported investors49 → 229

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 17, 2020Amendment$1,555,415,438$1,080,539,500vs May 19, 2020229SEC filing
May 19, 2020Initial$474,875,938No comparison49SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$3.87M (estimated)
Finders' fees
$0
Form D file number
021-367335
With respect to item 11, the Issuer has a minimum investment amount of $5 million that may be waived by the Managing General Partner in its sole discretion.
Estimate includes amounts which may be payable in the future in connection with this offering.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Stifel Nicolaus & Company, Incorporated793Stifel Nicolaus & Company, Incorporated · CRD 793
PJT Partners LP171058PJT Partners LP · CRD 171058
Alvine Capital Management LimitedNoneAlvine Capital Management Limited
Summit Trail Securities, LLC285784Summit Trail Securities, LLC · CRD 285784
Greshler Finance Ltd.NoneGreshler Finance Ltd.
Global Security Gestion y Sevicios Ltda.NoneGlobal Security Gestion y Sevicios Ltda.

Source: Form D, filed Dec 17, 2020. 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

MONARCH CAPITAL PARTNERS OFFSHORE V LP

Investment adviser: MONARCH ALTERNATIVE CAPITAL LP

Gross asset value
$2.08B
Beneficial owners
220
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

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSE COOPERS NEW YORK, New York, United States
Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian STATE STREET BANK & TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSE COOPERS
PCAOB 238

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

STATE STREET BANK & TRUST COMPANY
LEI 571474TGEMMWANRLN572

Filing source

Form ADV 2122900 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-3275936208

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
Andrew J. Herenstein Executive, Promoter
Christopher M. Santana Executive, Promoter
Michael A. Weinstock Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
535 Madison Avenue
New York, NY, 10022