Form D · Private Equity Fund

Newbury Equity Partners V (Cayman) L.P.

Stamford, CT · CIK 0001778978

Offering snapshot reported Feb 23, 2021 · SEC filing

Reported sold: $697M
Investors reported: 46
Minimum accepted: $0
First sale: Nov 8, 2019

Fundraising history

Reported sold

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$568,150,000 → $696,650,000
Reported investors26 → 46

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 23, 2021	Amendment	$696,650,000	$128,500,000vs Feb 24, 2020	46	SEC filing
Feb 24, 2020	Amendment	$568,150,000	No comparison	26	SEC filing
Nov 7, 2019	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: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-352863

The "Total Offering Amount" includes the aggregate offering amount of Newbury Equity Partners V L.P., of which the Issuer is one of the "feeder funds". The "Total Amount Sold" represents only amounts sold in the Issuer.

Amount to be paid based on a percentage of aggregate subscriptions of certain investors to the Issuer.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Finanzas y Negocios Servicios Financieros Limitada	None
Atlantic - Pacific Capital, Inc.	38356

Source: Form D, filed Feb 23, 2021. 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

NEWBURY EQUITY PARTNERS V (CAYMAN) L.P.

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value: $1.31B
Beneficial owners: 67
ADV minimum commitment: $250K

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor DELOITTE & TOUCHE STAMFORD, Connecticut, United States

Custodian CITIZENS BANK NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC DENVER, Colorado, United States Related to adviser: No

Custodian SILICON VALLEY BANK NEWTON, 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

DELOITTE & TOUCHE
PCAOB 34

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-1545649608

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
Name	Reported role
Gerald Esposito	Executive
Christopher Jaroch	Executive
Richard C. Lichter	Executive
N/A Newbury Associates Llc	Director
N/A Newbury Equity Partners V Gp Llc	Director
N/A Newbury Partners Llc	Director
Warren Symon	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Newbury Partners Llc 100 First Stamford Place, Second Floor
Stamford, CT, 06902