Form D · Hedge Fund

Savile Row Life Settlements Fund V 2017-1, LLC

Carmel, IN · CIK 0001710498

Offering snapshot reported May 20, 2024 · SEC filing

Reported sold
$106M
Indefinite offering
Investors reported
305
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 1, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$52.8M$106MJul 12, 2017: $19,761,000.00Jul 12, 2017Jul 10, 2018: $61,511,000.00Jul 8, 2019: $83,036,000.00Jul 1, 2020: $105,616,000.00Jun 23, 2021: $105,616,000.00Jun 9, 2022: $105,616,000.00Jun 7, 2023: $105,616,000.00May 20, 2024: $105,616,000.00May 20, 2024

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.

  • Minimum accepted$150,000 → $0

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 20, 2024Amendment$105,616,000$0vs Jun 7, 2023305SEC filing
Jun 7, 2023Amendment$105,616,000$0vs Jun 9, 2022305SEC filing
Jun 9, 2022Amendment$105,616,000$0vs Jun 23, 2021226SEC filing
Jun 23, 2021Amendment$105,616,000$0vs Jul 1, 2020226SEC filing
Jul 1, 2020Amendment$105,616,000$22,580,000vs Jul 8, 2019226SEC filing
Jul 8, 2019Amendment$83,036,000$21,525,000vs Jul 10, 2018202SEC filing
Jul 10, 2018Amendment$61,511,000$41,750,000vs Jul 12, 2017162SEC filing
Jul 12, 2017Initial$19,761,000No comparison51SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-290495

Source: Form D, filed May 20, 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

SAVILE ROW LIFE SETTLEMENTS FUND V 2017-1, LLC

Investment adviser: OXFORD FINANCIAL GROUP, LTD. LLC

Gross asset value
$9.27M
Beneficial owners
187
ADV minimum commitment
$150K

Reported in Form ADV on Dec 20, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KATZ, SAPPER & MILLER LLP INDIANAPOLIS, Indiana, United States
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, 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

KATZ, SAPPER & MILLER LLP
PCAOB 2804

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Filing source

Form ADV 1806592 · Dec 20, 2023 · Schedule D 7.B.(1), fund 805-4521777312

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
Krisine R. Baron Executive
Tim M Dean Director, Executive
Catherine E. Farley Executive
N/A Oxford Financial Group, Ltd. Llc Director, Promoter
Robert "Bo" D. Ramsey Executive
Jeffrey H. Thomasson Executive
Lisa A Walker Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
11711 N. Meridian Street Suite 600
Carmel, IN, 46032