Form D · Private Equity Fund

Monarch Capital Partners V LP

New York, NY · CIK 0001812246

Offering snapshot reported Dec 17, 2020 · SEC filing

Reported sold
$1.47B
Indefinite offering
Investors reported
650
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$735M$1.47BMay 19, 2020: $454,694,062.00May 19, 2020Dec 17, 2020: $1,470,909,562.00Dec 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$454,694,062 → $1,470,909,562
  • Reported investors228 → 650

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 17, 2020Amendment$1,470,909,562$1,016,215,500vs May 19, 2020650SEC filing
May 19, 2020Initial$454,694,062No comparison228SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$11.4M (estimated)
Finders' fees
$0
Form D file number
021-367327
With respect to item 11, the Issuer has a stated minimum investment of $5 million that may be waived by the 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, Inc. · CRD 793
PJT Partners LP171058PJT Partners LP · CRD 171058
Summit Trail Securities, LLC285784Summit Trail Securities, LLC · CRD 285784

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 V LP

Investment adviser: MONARCH ALTERNATIVE CAPITAL LP

Gross asset value
$1.99B
Beneficial owners
653
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 CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
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
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSE COOPERS
PCAOB 238

CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63

GOLDMAN SACHS & CO. LLC
SEC 8-129

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

STATE STREET BANK & TRUST COMPANY
LEI 571474TGEMMWANRLN572

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Filing source

Form ADV 2122900 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-3484907009

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