Form D · Private Equity Fund

Roark Capital Partners V (TE) LP

Atlanta, GA · CIK 0001719747

Offering snapshot reported Apr 16, 2018 · SEC filing

Reported sold: $3.41B
Investors reported: 37
Minimum accepted: $1
First sale: Oct 20, 2017

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 37

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 16, 2018	Amendment	$3,413,496,999	No comparison	37	SEC filing
Oct 18, 2017	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $74K (estimated)
Finders' fees: $0
Form D file number: 021-296936

Each of items (a), (b) and (c) applies to the Issuer and its parallel funds. Total Amount Sold by only the Issuer is $507,174,534.

The amount of sales commissions is estimated for the Issuer and its parallel funds and is based on a fee schedule including percentages of equity commitments sold to certain investors.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Credit Suisse Securities (USA) LLC	816

Source: Form D, filed Apr 16, 2018. 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

ROARK CAPITAL PARTNERS V (TE) LP

Investment adviser: ROARK CAPITAL MANAGEMENT, LLC

Gross asset value: $1.51B
Beneficial owners: 52
ADV minimum commitment: $5M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSE COOPERS LLC ATLANTA, Georgia, United States Other funds reporting this name →

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

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

PRICEWATERHOUSE COOPERS LLC
PCAOB 238

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$1,006,916,029	48	Mar 31, 2022
2022	$1,337,099,860	52	Mar 31, 2023
2023	$1,456,557,126	51	Mar 29, 2024
2024	$1,472,228,768	52	Mar 28, 2025
2025	$1,510,186,984	52	Mar 31, 2026

Filing source

Form ADV 2077365 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6666656399

Reported by ROARK CAPITAL MANAGEMENT, LLC (CRD 160368).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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.

People and organizations reported in Form D filings
Name	Reported role
Neal K. Aronson	Executive
Stephen D. Aronson	Executive
Paul D. Ginsberg	Executive
Tracy J. Haas	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1180 Peachtree Street Ne Suite 2500
Atlanta, GA, 30309
Phone: 404-591-5200