Form D · Private Equity Fund

Montauk TriGuard Fund V LP

Newport Beach, CA · CIK 0001513382

Offering snapshot reported Feb 18, 2011 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

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
Feb 18, 2011	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
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: 021-155581

Source: Form D, filed Feb 18, 2011. 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

MONTAUK TRIGUARD FUND V LP

Investment adviser: TRIGUARD MANAGEMENT LLC

Gross asset value: $71.8M
Beneficial owners: 76
ADV minimum commitment: $5M

Reported in Form ADV on May 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PACIFIC ASSET HOLDING LLC NEWPORT BEACH, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP LOS ANGELES, California, United States

Custodian BANK OF NY MELLON 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

GRANT THORNTON LLP
PCAOB 248

Filing source

Form ADV 2104727 · May 11, 2026 · Schedule D 7.B.(1), fund 805-1057119403

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Montauk TriGuard Fund V LP (this fund)	Feb 18, 2011	Yet to sell	0
Montauk TriGuard Fund VI LP	May 2, 2014	$500,000,000	100
Montauk TriGuard Fund VII LP	Jul 1, 2016	$653,640,000	181
Montauk TriGuard Fund VIII LP	Jun 28, 2019	Yet to sell	0
MONTAUK TRIGUARD FUND IX LP	Mar 31, 2022	Yet to sell	0
Montauk TriGuard Fund X LP	Mar 31, 2025	Yet to sell	0

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
Name	Reported role
Ronn Cornelius	Director
N/A Montauk Tri Guard Partners V Lp	Director
Samuel Tang	Director
N/A Tri Guard Associates Llc	Director
N/A Tri Guard Management Llc	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2 San Joaquin Plaza Suite 260
Newport Beach, CA, 92660