Form D · Hedge Fund

Potomac Capital Partners V, LP

New York, NY · CIK 0001685756

Offering snapshot reported Sep 30, 2026 · SEC filing

Reported sold
$56.1M
Indefinite offering
Investors reported
53
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Oct 16, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$28.1M$56.1MSep 27, 2016Sep 27, 2017: $51,350,735.00Sep 27, 2018: $51,350,735.00Sep 27, 2019: $51,350,735.00Sep 29, 2020: $54,350,735.00Sep 29, 2021: $54,550,735.00Sep 29, 2022: $54,850,735.00Sep 29, 2023: $55,350,735.00Sep 30, 2024: $55,350,735.00Jun 3, 2025: $55,350,735.00Sep 30, 2025: $56,000,735.00Sep 30, 2026: $56,100,735.00Sep 30, 2026

Dates 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$56,000,735 → $56,100,735
  • Reported investors52 → 53

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 30, 2026Amendment$56,100,735$100,000vs Sep 30, 202553SEC filing
Sep 30, 2025Amendment$56,000,735$650,000vs Jun 3, 202552SEC filing
Jun 3, 2025Amendment$55,350,735$0vs Sep 30, 202450SEC filing
Sep 30, 2024Amendment$55,350,735$0vs Sep 29, 202350SEC filing
Sep 29, 2023Amendment$55,350,735$500,000vs Sep 29, 202250SEC filing
Sep 29, 2022Amendment$54,850,735$300,000vs Sep 29, 202149SEC filing
Sep 29, 2021Amendment$54,550,735$200,000vs Sep 29, 202048SEC filing
Sep 29, 2020Amendment$54,350,735$3,000,000vs Sep 27, 201947SEC filing
Sep 27, 2019Amendment$51,350,735$0vs Sep 27, 201847SEC filing
Sep 27, 2018Amendment$51,350,735$0vs Sep 27, 201747SEC filing
Sep 27, 2017Amendment$51,350,735No comparison47SEC filing
Sep 27, 2016InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-271390

Source: Form D, filed Sep 30, 2026. 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

POTOMAC CAPITAL PARTNERS V, LP

Investment adviser: POTOMAC CAPITAL MANAGEMENT INC.

Gross asset value
$120M
Beneficial owners
33
ADV minimum commitment
$1M

Reported in Form ADV on Mar 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JTC PLC TARRYTOWN, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP NEW YORK, New York, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 2071336 · Mar 18, 2026 · Schedule D 7.B.(1), fund 805-2773230634

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 Potomac Capital Management V Llc Promoter
Paul J. Solit Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Potomac Capital Management V Llc 360 East 89 Th Street, Apt. 8 B
New York, NY, 10128