Form D · Private Equity Fund

Palladium Equity Partners V, L.P.

New York, NY · CIK 0001706515

Offering snapshot reported Jul 12, 2019 · SEC filing

Reported sold
$1.56B
Offering amount: $1.56B
Investors reported
88
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 30, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$779M$1.56BJun 29, 2017Jul 5, 2018: $819,935,896.00Jul 5, 2018Oct 29, 2018: $1,195,502,563.00Dec 19, 2018: $1,522,032,654.00Dec 19, 2018Jul 12, 2019: $1,557,000,000.00Jul 12, 2019

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$1,522,032,654 → $1,557,000,000
  • Reported investors77 → 88

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 12, 2019Amendment$1,557,000,000$34,967,346vs Dec 19, 201888SEC filing
Dec 19, 2018Amendment$1,522,032,654$326,530,091vs Oct 29, 201877SEC filing
Oct 29, 2018Amendment$1,195,502,563$375,566,667vs Jul 5, 201841SEC filing
Jul 5, 2018Amendment$819,935,896No comparison26SEC filing
Jun 29, 2017InitialYet 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
$4.38M
Finders' fees
$0
Form D file number
021-289760
Total Amount Sold above and Total Number of Investors below includes the GP Commitment.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FORTRESS GROUP, INC.104408FORTRESS GROUP, INC. · CRD 104408
Konomi, Inc.None
Triago Americas, Inc.143529Triago Americas, Inc. · CRD 143529
Triago Europe SANone
Triago UK LimitedNone
Triago MEA LtdNone

Source: Form D, filed Jul 12, 2019. 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

PALLADIUM EQUITY PARTNERS V, LP

Investment adviser: PALLADIUM EQUITY PARTNERS ADVISOR, LLC

Gross asset value
$1.71B
Beneficial owners
87
ADV minimum commitment
$10M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA, N.A. NEW YORK, New York, 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 LLP
PCAOB 34

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

Filing source

Form ADV 2069688 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6917381854

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
Eugenie M. Cesar Fabian Executive
N/A Pep V Gp, L.L.C. Promoter
David Perez Executive
Kevin L. Reymond Executive
Marcos A. Rodriguez Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1270 Avenue Of The Americas 31 St Floor
New York, NY, 10020