Form D · Venture Capital Fund

Pelion Opportunity Fund V, LLC

Salt Lake City, UT · CIK 0001832919

Offering snapshot reported Dec 17, 2020 · SEC filing

Reported sold: $25.9M
Investors reported: 78
Minimum accepted: $0
First sale: Dec 7, 2020

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
Dec 17, 2020	Initial	$25,875,250	No comparison	78	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-383531

Source: Form D, filed Dec 17, 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

PELION OPPORTUNITY FUND V, LLC

Investment adviser: PELION, INC

Gross asset value: $47.8K
Beneficial owners: 78
ADV minimum commitment: $5K

Reported in Form ADV on Mar 31, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LLP SALT LAKE CITY, Utah, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Filing source

Form ADV 1966291 · Mar 31, 2025 · Schedule D 7.B.(1), fund 805-3993368878

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Pelion Opportunity Fund II, LLC	Aug 9, 2019	$11,725,000	12
Pelion Opportunity Fund III, LLC	Aug 30, 2019	$5,000,000	1
Pelion Opportunity Fund IV, LLC	Dec 17, 2020	$3,343,000	14
Pelion Opportunity Fund V, LLC (this fund)	Dec 17, 2020	$25,875,250	78
Pelion Opportunity Fund VI, LLC	Aug 24, 2022	$12,865,000	24

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
Blake G. Modersitzki	Promoter
N/A Pelion Opportunities Partners Ii, L.L.C.	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2750 E Cottonwood Parkway, Suite 600
Salt Lake City, UT, 84121