Form D · Private Equity Fund

Post Oak Energy Partners V, LP

Houston, TX · CIK 0001955936

Offering snapshot reported Nov 19, 2024 · SEC filing

Reported sold
$415M
Indefinite offering
Investors reported
19
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 22, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 19

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 19, 2024Amendment$414,980,000No comparison19SEC filing
Nov 13, 2023AmendmentYet to sellNo comparison0SEC filing
Nov 29, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$3.75M (estimated)
Finders' fees
$0
Form D file number
021-465996
Estimate includes fees that may be paid over the next 12 months.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Mizuho Securities USA LLC19647Mizuho Securities USA LLC · CRD 19647

Source: Form D, filed Nov 19, 2024. 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

POST OAK ENERGY PARTNERS V, LP

Investment adviser: POST OAK ENERGY CAPITAL, LP

Gross asset value
$596M
Beneficial owners
32
ADV minimum commitment
$5M

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator US BANCORP FUND SERVICES LLC MILWAUKEE, Minnesota, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS HOUSTON, Texas, United States
Custodian US BANK N.A. MILWAUKEE, Minnesota, United States Related to adviser: No
Marketer MIZUHO SECURITIES USA LLC DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS
PCAOB 238

MIZUHO SECURITIES USA LLC
CRD 19647 · SEC 8-37710

Filing source

Form ADV 2065936 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-8451944451

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
Frost W. Cochran Executive
Philip A. Davidson Executive
Clint S. Wetmore Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
34 S. Wynden Drive, Suite 300
Houston, TX, 77056