Form D · Other Investment Fund

SGIA Residential Bridge Loan Venture V LP

Houston, TX · CIK 0001703772

Offering snapshot reported Nov 30, 2017 · SEC filing

Reported sold
$771M
Indefinite offering
Investors reported
9
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 21, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$385M$771MApr 17, 2017: $270,250,000.00Apr 17, 2017Nov 30, 2017: $770,575,000.00Nov 30, 2017

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$270,250,000 → $770,575,000
  • Reported investors5 → 9

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 30, 2017Amendment$770,575,000$500,325,000vs Apr 17, 20179SEC filing
Apr 17, 2017Initial$270,250,000No comparison5SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-284965

Source: Form D, filed Nov 30, 2017. 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

FIDELIS RESIDENTIAL BRIDGE LOAN VENTURE V LP

Investment adviser: FIDELIS INVESTORS, LLC

Gross asset value
$9.8M
Beneficial owners
10
ADV minimum commitment
$0

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

Service providers

Auditor GRANT THORNTONLLP NEW YORK, New York, United States
Custodian COMPUTERSHARE CORPORATE TRUST MINNEAPOLIS, Minnesota, United States Related to adviser: No
Custodian JP MORGAN CHASE NEW YORK, New York, United States Related to adviser: No
Custodian WILMINGTON TRUST WILMINGTON, Delaware, 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

GRANT THORNTONLLP
PCAOB 248

Filing source

Form ADV 2114331 · Jun 18, 2026 · Schedule D 7.B.(1), fund 805-7790702134

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 Sgia Residential Bridge Loan Venture V Gp Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
600 Travis Street Suite 6900
Houston, TX, 77002