Form D · Private Equity Fund
Pegasus Partners V, L.P.
Cos Cob, CT · CIK 0001527595
Offering snapshot reported Oct 1, 2012 · SEC filing
- Reported sold
- $591M Indefinite offering
- Investors reported
- 36 Form D · investor count
- Minimum accepted
- $10M Reported outside-investor minimum
- First sale
- Aug 4, 2011 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.
- Reported sold$186,106,208 → $590,833,620
- Reported investors19 → 36
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 1, 2012 | Amendment | $590,833,620 | $404,727,412vs Oct 3, 2011 | 36 | SEC filing |
| Oct 3, 2011 | Amendment | $186,106,208 | $85,339,004vs Aug 16, 2011 | 19 | SEC filing |
| Aug 16, 2011 | Initial | $100,767,204 | No comparison | 12 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $5.6M
- Finders' fees
- $0
- Form D file number
- 021-164517
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Aqueduct Capital Group, LLC | 131452 | |
| Goodloe E. Byron Jr. | 1028918 | Potomac Capital Markets, LLC · CRD 39800 |
| Ambata Securities, LLC | 131607 | |
| Trent Edmonds Philipp | 4866564 | Ambata Securities, LLC · CRD 131607 |
| Christopher Robert Chafe | 5916476 | Potomac Capital Markets, LLC · CRD 39800 |
| Frank Hooker Edwards | 2151464 | Aqueduct Capital Group, LLC · CRD 131452 |
| Citi Private Advisory, LLC | 153777 | |
| David Adiseshan | None | Instividual Investments Pty Limited |
| Sustainable Development Capital LLP | None | |
| Richard C. Tydings | 5431827 | Potomac Capital Markets, LLC · CRD 39800 |
| Adam M. Downs | 5706667 | Potomac Capital Partners, LLC · CRD 39800 |
Source: Form D, filed Oct 1, 2012. Minimum accepted may differ from a standard advertised minimum.
Fund connections
Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.
Matched by reported Form D file number
PEGASUS PARTNERS V, L.P.
Investment adviser: PEGASUS CAPITAL ADVISORS, L.P.
- Gross asset value
- $82M
- Beneficial owners
- 46
- ADV minimum commitment
- $5M
Reported in Form ADV on Jul 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Fund asset history · 5 annual observations
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| Fiscal year | Gross assets | Beneficial owners | ADV filed |
|---|---|---|---|
| 2021 | $472,017,025 | 48 | Mar 30, 2022 |
| 2022 | $343,260,278 | 48 | Mar 29, 2023 |
| 2023 | $232,824,140 | 48 | Mar 29, 2024 |
| 2024 | $113,159,403 | 48 | Mar 31, 2025 |
| 2025 | $81,960,730 | 46 | Mar 30, 2026 |
Filing source
Form ADV 2114565 · Jul 10, 2026 · Schedule D 7.B.(1), fund 805-4190570842
Reported by PEGASUS CAPITAL ADVISORS, L.P. (CRD 157094).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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.
| Name | Reported role |
|---|---|
| Craig Cogut | Executive |
| N/A Pegasus Investors V, L.P. | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Cos Cob, CT, 06807
Phone: 203-869-4400