Form D · Other Investment Fund

STOLTZ REAL ESTATE FUND V, L.P.

Bala Cynwyd, PA · CIK 0001618390

Offering snapshot reported Jun 13, 2016 · SEC filing

Reported sold
$134M
Offering amount: $250M
Investors reported
7
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Aug 27, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$66.9M$134MSep 3, 2014: $55,000,000.00Sep 3, 2014Dec 9, 2014: $68,750,000.00Jul 8, 2015: $78,750,000.00Jul 8, 2015Sep 22, 2015: $104,750,000.00Jun 13, 2016: $133,750,000.00Jun 13, 2016

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$104,750,000 → $133,750,000
  • Reported investors5 → 7

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 13, 2016Amendment$133,750,000$29,000,000vs Sep 22, 20157SEC filing
Sep 22, 2015Amendment$104,750,000$26,000,000vs Jul 8, 20155SEC filing
Jul 8, 2015Amendment$78,750,000$10,000,000vs Dec 9, 20144SEC filing
Dec 9, 2014Amendment$68,750,000$13,750,000vs Sep 3, 20143SEC filing
Sep 3, 2014Initial$55,000,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1, 3C.5, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-224052
Item 6 Issuer is not an Investment Company pursuant to Investment Company Act 3(a)(1) Item 11 General Partner may take lower investments in its sole discretion Item 13(a)General Partner may raise Total Offering Amt to $500 million in its sole discretion
Limited partnership interests.

Source: Form D, filed Jun 13, 2016. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Michael J. Connolly Executive
Chris Galligan Executive
[Entity] Sref V Gp, L.P. Executive, Promoter
[Entity] Sref V, L.L.C. Executive
Keith D. Stoltz Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
725 Conshohocken State Road
Bala Cynwyd, PA, 19004