Form D · Other Investment Fund
Patriot Capital V, L.P.
Baltimore, MD · CIK 0001960070
Offering snapshot reported Nov 17, 2023 · SEC filing
- Reported sold
- $79.3M Offering amount: $150M
- Investors reported
- 35 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Dec 7, 2022 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 17, 2023 | Amendment | $79,278,347 | $0vs Dec 29, 2022 | 35 | SEC filing |
| Dec 29, 2022 | Initial | $79,278,347 | No comparison | 35 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-469109
THIS AMOUNT EXCLUDES ASSUME SBA LEVERAGE AVAILABLE AND APPROVED BY SBA AGENCY OF $175,000,000.00.
Source: Form D, filed Nov 17, 2023. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Charles A. Bryan | Executive |
| Thomas O Holland | Executive |
| Charles P. Mccusker | Executive |
| Na P5 Management Company | Promoter |
| Na Patriot Partners V, Llc | Director |
| Stacy Wittelsberger | Executive |
| Johndaniel Yardley | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Baltimore, MD, 21202