Form D · Private Equity Fund
Private Advisors Secondary Fund V, LP
Richmond, VA · CIK 0001646590
Offering snapshot reported Dec 14, 2017 · SEC filing
- Reported sold
- $175M Offering amount: $275M
- Investors reported
- 62 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Sep 1, 2015 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$102,400,000 → $175,250,000
- Reported investors42 → 62
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 14, 2017 | Amendment | $175,250,000 | $72,850,000vs Jun 30, 2017 | 62 | SEC filing |
| Jun 30, 2017 | Amendment | $102,400,000 | $52,400,000vs Jul 1, 2016 | 42 | SEC filing |
| Jul 1, 2016 | Amendment | $50,000,000 | $0vs Mar 31, 2016 | 1 | SEC filing |
| Mar 31, 2016 | Amendment | $50,000,000 | No comparison | 1 | SEC filing |
| Jun 29, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-242707
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| NYLIFE DISTRIBUTORS LLC | 35350 | |
| Berchwood Partners LLC | 108399 |
Source: Form D, filed Dec 14, 2017. 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
PRIVATE ADVISORS SECONDARY FUND V, LP
Investment adviser: APOGEM CAPITAL LLC
- Gross asset value
- $209M
- Beneficial owners
- 165
- ADV minimum commitment
- $1M
Reported in Form ADV on Jul 31, 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
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 238
BLACKROCK INC.
LEI 549300LRIF3NWCU26A80
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund asset history · 5 annual observations
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| Fiscal year | Gross assets | Beneficial owners | ADV filed |
|---|---|---|---|
| 2021 | $446,534,305 | 164 | Mar 31, 2022 |
| 2022 | $366,609,625 | 164 | Mar 31, 2023 |
| 2023 | $281,885,519 | 165 | Mar 28, 2024 |
| 2024 | $237,821,332 | 165 | Mar 30, 2025 |
| 2025 | $208,653,386 | 165 | Mar 30, 2026 |
Filing source
Form ADV 2123386 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-6046554129
Reported by APOGEM CAPITAL LLC (CRD 309234).
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 |
|---|---|
| Timoth G. Berry | Promoter |
| Tod Childress | Promoter |
| Gregory Ciaverelli | Promoter |
| Louis W. Moelchert, Iii | Promoter |
| Louis W. Moelchert, Jr. | Promoter |
| N/A Pasf V Gp, Llc | Director |
| James J. Shannon | Promoter |
| Christopher R. Stringer | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Richmond, VA, 23219
Phone: 804-289-6000