Form D · Other Real Estate

Sage Real Estate Fund V, L.P.

West Conshohocken, PA · CIK 0001643894

Offering snapshot reported Jun 3, 2015 · SEC filing

Reported sold
$23.2M
Offering amount: $25M
Investors reported
176
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 22, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 3, 2015Initial$23,169,556No comparison176SEC 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
021-241025

Source: Form D, filed Jun 3, 2015. 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

SAGE REAL ESTATE FUND V, L.P.

Investment adviser: SAGE FINANCIAL GROUP INC.

Gross asset value
$70.6K
Beneficial owners
182
ADV minimum commitment
$50K

Reported in Form ADV on Jul 8, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor COHEN & COMPANY, LTD. CLEVELAND, Ohio, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian WSFS BANK WAYNE, Pennsylvania, 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

COHEN & COMPANY, LTD.
PCAOB 925

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2001983 · Jul 8, 2025 · Schedule D 7.B.(1), fund 805-3723249497

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 Sage Goldstein Investors Llc Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
Five Tower Bridge, 300 Barr Harbor Dr. Suite 200
West Conshohocken, PA, 19428