Form D · Other Investment Fund

TAD V Access Fund LP

West Conshohocken, PA · CIK 0001941075

Offering snapshot reported Mar 20, 2024 · SEC filing

Reported sold
$17.4M
Indefinite offering
Investors reported
29
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Aug 5, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 29

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 20, 2024Amendment$17,350,000No comparison29SEC filing
Aug 8, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-455179
Limited Partnership Interests

Source: Form D, filed Mar 20, 2024. 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

TAD V ACCESS FUND, LP

Investment adviser: PPB ADVISORS, LLC

Gross asset value
$17.4M
Beneficial owners
29
ADV minimum commitment
$250K

Reported in Form ADV on Mar 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE NEW YORK, New York, United States
Custodian TD BANK KING OF PRUSSIA, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE
PCAOB 34

Filing source

Form ADV 2054472 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-9679397783

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
Brendan Lake Executive
N/A Ppb Advisors Llc Executive
N/A Ppb Tad5 Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Ppb Tad5 Llc 300 Barr Harbor Drive, Suite 260
West Conshohocken, PA, 19428