Form D · Private Equity Fund

Sterling Investment Partners V, L.P.

Greenwich, CT · CIK 0002068118

Offering snapshot reported May 21, 2025 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 21, 2025	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-546898

Total Offering Amount is aggregated with commitments of the limited partners to Sterling Investment Partners V-A, L.P. The GP of the Issuer reserves the right to offer a greater or lesser amount of LP interests subject to the Issuer's governing documents.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Stifel, Nicolaus & Company, Incorporated	793	Stifel, Nicolaus & Company, Incorporated · CRD 793
GenCap Global Advisors DMCC	None
Piper Sandler & Co.	665

Source: Form D, filed May 21, 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

STERLING INVESTMENT PARTNERS V. LP.

Investment adviser: STERLING INVESTMENT PARTNERS ADVISERS, LLC

Gross asset value: $1.44B
Beneficial owners: 99
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 STANDISH MANAGEMENT, LLC WALNUT CREEK, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORTON LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A WILMINGTON, Delaware, United States Related to adviser: No

Marketer PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Marketer STIFEL, NICOLAUS & COMPANY, INCORPORATED STAMFORD, Connecticut, 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

GRANT THORTON LLP
PCAOB 248

PIPER SANDLER & CO.
CRD 665 · SEC 801-108049

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRD 793 · SEC 801-10746

Filing source

Form ADV 2061113 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1692083800

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Sterling Investment Partners III, L.P.	Oct 11, 2013	$673,950,000	71
Sterling Investment Partners IV, L.P.	May 11, 2022	$566,540,000	194
Sterling Investment Partners V, L.P. (this fund)	May 21, 2025	Yet to sell	0

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
Michael A. Barr	Executive
Joseph J. Gault	Executive
M. William Macey, Jr.	Executive
Charles W. Santoro	Executive
James W. Soldano	Executive
N/A Sterling Investment Partners Advisers V, L.L.C.	Promoter
N/A Sterling Investment Partners Management V, L.L.C.	Promoter
Dan Yu	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

145 Mason Street 3 Rd Floor
Greenwich, CT, 06830