Form D · Private Equity Fund

PALM BEACH CAPITAL FUND V, L.P.

West Palm Beach, FL · CIK 0001798078

Offering snapshot reported Apr 16, 2021 · SEC filing

Reported sold: $132M
Investors reported: 58
Minimum accepted: $100K
First sale: Jan 6, 2020

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$65,250,000 → $132,400,000
Reported investors34 → 58

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 16, 2021	Amendment	$132,400,000	$67,150,000vs Dec 23, 2020	58	SEC filing
Dec 23, 2020	Amendment	$65,250,000	No comparison	34	SEC filing
Jan 3, 2020	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund, Other
Exemptions: 06b, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $180K (estimated)
Finders' fees: $0
Form D file number: 021-357078

Limited partnership interests; discretion of GP to accept less than min. investment from investors

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Snowbridge Securities LLC	301996

Source: Form D, filed Apr 16, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Palm Beach Capital Fund III, L.P.	Mar 28, 2011	$68,820,000	50
Palm Beach Capital Fund IV, L.P.	Dec 7, 2016	$49,350,000	39
PALM BEACH CAPITAL FUND V, L.P. (this fund)	Apr 16, 2021	$132,400,000	58
Palm Beach Capital Fund VI, L.P.	Mar 11, 2024	$278,900,000	122

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
Shaun L. Mc Gruder	Director, Executive
Michael L. Schmickle	Director, Executive
Nathan S. Ward	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

525 S. Flagler Drive, Suite 201
West Palm Beach, FL, 33401