Form D · Private Equity Fund

Newbury Equity Partners V L.P.

Stamford, CT · CIK 0001779179

Offering snapshot reported Feb 23, 2021 · SEC filing

Reported sold
$1.3B
Offering amount: $1.75B
Investors reported
50
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 8, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$652M$1.3BNov 7, 2019Feb 24, 2020: $972,350,000.00Feb 24, 2020Feb 23, 2021: $1,303,850,000.00Feb 23, 2021

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$972,350,000 → $1,303,850,000
  • Reported investors32 → 50

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 23, 2021Amendment$1,303,850,000$331,500,000vs Feb 24, 202050SEC filing
Feb 24, 2020Amendment$972,350,000No comparison32SEC filing
Nov 7, 2019InitialYet to sellNo comparison0SEC 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
021-352858
The "Total Amount Sold" includes the $696,650,000 subscription of Newbury Equity Partners V (Cayman) L.P. and the $76,000,000 subscription of Newbury Equity Partners V (Ontario) L.P. (each, a "feeder fund") to 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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RecipientCRDAssociated broker-dealer
Finanzas y Negocios Servicios Financieros LimitadaNone
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 L.P.

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value
$2.37B
Beneficial owners
151
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 805-8276378174

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
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 Equity Partners V Gp L.P. Director
N/A Newbury Equity Partners V Gp Top Co 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