Form D · Private Equity Fund

SWS Alternative Investment Fund V LLC

Columbus, OH · CIK 0001990793

Offering snapshot reported Aug 23, 2023 · SEC filing

Reported sold
$1.9M
Offering amount: $7M
Investors reported
10
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Aug 2, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 23, 2023Initial$1,900,000No comparison10SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-490468

Source: Form D, filed Aug 23, 2023. 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

SWS ALTERNATIVE INVESTMENT FUND V LLC

Investment adviser: SWS PARTNERS, LLC

Gross asset value
$1.84M
Beneficial owners
5
ADV minimum commitment
$250K

Reported in Form ADV on Jul 14, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BOOK AND STREET COLUMBUS, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GBQ PARTNERS, LLC COLUMBUS, Ohio, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

GBQ PARTNERS, LLC
PCAOB 1808

Filing source

Form ADV 2119424 · Jul 14, 2026 · Schedule D 7.B.(1), fund 805-9811749539

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
Philip Kessler Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
985 North High Street Suite 200
Columbus, OH, 43201