Form D · Private Equity Fund

Trivest Fund V, L.P.

Coral Gables, FL · CIK 0001554038

Offering snapshot reported Oct 12, 2012 · SEC filing

Reported sold: $400M
Investors reported: 87
Minimum accepted: $100K
First sale: Aug 10, 2012

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 87

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 12, 2012	Amendment	$400,000,000	No comparison	87	SEC filing
Jul 13, 2012	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $2.2M
Finders' fees: $0
Form D file number: 021-181227

Sales commissions were paid on a fixed fee basis.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Shannon Advisors LLC	150305

Source: Form D, filed Oct 12, 2012. 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

TRIVEST FUND V, L.P.

Investment adviser: TRIVEST INVESTMENT ADVISORS, LLC

Gross asset value: $285M
Beneficial owners: 89
ADV minimum commitment: $250K

Reported in Form ADV on May 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator COGENCY GLOBAL INC. DOVER, Delaware, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor GRANT THORNTON, LLP FORT LAUDERDALE, Florida, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Marketer SHANNON ADVISORS LLC LAKE FOREST, Illinois, 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 THORNTON, LLP
PCAOB 248

SHANNON ADVISORS LLC
CRD 150305 · SEC 8-68243

Filing source

Form ADV 2103266 · May 5, 2026 · Schedule D 7.B.(1), fund 805-7394819978

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
Trivest Fund V, L.P. (this fund)	Oct 12, 2012	$400,000,000	87
TRIVEST FUND VI, L.P.	Sep 22, 2017	$580,200,000	126
Trivest Fund VII, L.P.	Apr 15, 2022	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
Jamie Elias	Executive
David Gershman	Director, Executive
Richard H. Moran	Executive
Troy D. Templeton	Director, Executive
Peter Vandenberg Jr.	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

550 South Dixie Highway, Suite 300
Coral Gables, FL, 33146