Form D · Private Equity Fund

Peachtree Opportunity Fund V, L.P.

Atlanta, GA · CIK 0001838200

Offering snapshot reported Dec 31, 2020 · SEC filing

Reported sold
$6.65M
Indefinite offering
Investors reported
21
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Dec 18, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 31, 2020Initial$6,650,000No comparison21SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-384934

Source: Form D, filed Dec 31, 2020. 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

PEACHTREE OPPORTUNITY FUND V, L.P.

Investment adviser: HB WEALTH MANAGEMENT, LLC

Gross asset value
$64.6M
Beneficial owners
124
ADV minimum commitment
$250K

Reported in Form ADV on Sep 3, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C FUND ADMINISTRATION WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor FORVIS, LLP ATLANTA, Georgia, United States
Custodian BANC OF CALIFORNIA, INC. LOS ANGELES, California, United States Related to adviser: No
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, 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

FORVIS, LLP
PCAOB 686

BANC OF CALIFORNIA, INC.
LEI 001-35522

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2114167 · Sep 3, 2026 · Schedule D 7.B.(1), fund 805-2296292952

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
N/A Homrich & Berg, Inc. Executive
N/A Homrich Berg Partners, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3550 Lenox Road Ne Suite 2700
Atlanta, GA, 30326