Form D · Private Equity Fund

Newbury Equity Partners V (Ontario) L.P.

Stamford, CT · CIK 0001806590

Offering snapshot reported Feb 23, 2021 · SEC filing

Reported sold: $76M
Investors reported: 2
Minimum accepted: $0
First sale: Apr 8, 2020

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 2

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 23, 2021	Amendment	$76,000,000	No comparison	2	SEC filing
Apr 3, 2020	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: 021-364320

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 (ONTARIO) L.P.

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value: $194M
Beneficial owners: 2
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 805-9348787699

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 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