Form D · Other Investment Fund

Star Mountain Strategic Credit Income Fund V, LP

New York, NY · CIK 0001964687

Offering snapshot reported Dec 29, 2025 · SEC filing

Reported sold
$260M
Indefinite offering
Investors reported
135
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 19, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$130M$260MDec 27, 2023: $129,400,000.00Dec 27, 2023Dec 27, 2024: $222,947,000.00Dec 27, 2024Dec 29, 2025: $260,140,920.00Dec 29, 2025

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$129,400,000 → $260,140,920
  • Reported investors28 → 135

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 29, 2025Amendment$260,140,920$130,740,920vs Dec 27, 2023135SEC filing
Dec 27, 2024Amendment$222,947,000$93,547,000vs Dec 27, 202364SEC filing
Dec 27, 2023Initial$129,400,000No comparison28SEC filing

Offering details

Securities
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
021-500869

Source: Form D, filed Dec 29, 2025. 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

STAR MOUNTAIN STRATEGIC CREDIT INCOME FUND V, LP

Investment adviser: STAR MOUNTAIN FUND MANAGEMENT, LLC

Gross asset value
$134M
Beneficial owners
200
ADV minimum commitment
$100K

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

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG NASSAU, Bahamas, The
Custodian EAST WEST BANK PASADENDA, California, United States Related to adviser: No
Marketer ALPHASOURCE CAPITAL SECURITIES LLC EAST QUOGUE, New York, United States Related to adviser: No
Marketer BLACK ISLE CAPITAL PARTNERS LONDON, United Kingdom Related to adviser: No
Marketer INVESTMENT ASSOCIATES AG ZURICH, Switzerland Related to adviser: No
Marketer ORPHEUS PARTNERS LONDON, United Kingdom Related to adviser: No
Marketer STAR MOUNTAIN ADVISORS, LLC NEW YORK, New York, United States Related to adviser: Yes
Marketer TRAJECTOIRE CAPITAL GROUP SA NEW YORK, New York, United States Related to adviser: No
Marketer WAVECREST SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG
PCAOB 5690

ALPHASOURCE CAPITAL SECURITIES LLC
CRD 145875 · SEC 8-67759

STAR MOUNTAIN ADVISORS, LLC
CRD 153505 · SEC 8-68541

WAVECREST SECURITIES LLC
CRD 160135 · SEC 8-69029

Filing source

Form ADV 2079380 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4848275700

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
Brett A. Hickey Executive
Star Mountain Fund Management, Llc Executive
Star Mountain Strategic Credit Income Fund V Gp, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2 Grand Central Tower 140 E. 45 Th Street, Suite 30 A
New York, NY, 10017