Form D · Venture Capital Fund
Montreux Equity Partners V, L.P.
San Francisco, CA · CIK 0001548152
Offering snapshot reported Aug 28, 2015 · SEC filing
- Reported sold
- $74.4M Offering amount: $74.4M
- Investors reported
- 69 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 25, 2012 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 69
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 28, 2015 | Amendment | $74,400,000 | No comparison | 69 | SEC filing |
| Apr 24, 2012 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.9M
- Finders' fees
- $0
- Form D file number
- 021-177150
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Morgan Stanley Smith Barney LLC | 149777 | |
| Jefferies LLC | 2347 | |
| Trump Securities, LLC | 47107 |
Source: Form D, filed Aug 28, 2015. 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 |
|---|---|
| N/A N/A Montreux Equity Management V, Llc | Director |
| Howard D. Palefsky | Director |
| John J. Savarese | Director |
| Daniel K. Turner | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1 Ferry Building Marketplace, Suite 255
San Francisco, CA, 94111
San Francisco, CA, 94111