Form D · Private Equity Fund

TruArc Fund V, LP

New York, NY · CIK 0002066439

Offering snapshot reported May 6, 2026 · SEC filing

Reported sold
$1.12B
Indefinite offering
Investors reported
34
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
May 2, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$558M$1.12BMay 9, 2025: $1,015,500,000.00May 9, 2025May 6, 2026: $1,115,500,000.00May 6, 2026

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$1,015,500,000 → $1,115,500,000
  • Reported investors16 → 34

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 6, 2026Amendment$1,115,500,000$100,000,000vs May 9, 202534SEC filing
May 9, 2025Initial$1,015,500,000No comparison16SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$8M (estimated)
Finders' fees
$0
Form D file number
021-545686
Total Amount Sold is $1,137,500,000 inclusive of the capital commitment of the Issuer's General Partner.
Sales Commissions represent an estimate of the total sales commissions to be paid to the entities listed in Item 12 above over time as a result of the anticipated sales of interests in the Issuer.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lazard Freres & Co. LLC000002528
Lazard & Co., LimitedNone

Source: Form D, filed May 6, 2026. 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

TRUARC FUND V, LP

Investment adviser: TRUARC PARTNERS, LP

Gross asset value
$1.14B
Beneficial owners
35
ADV minimum commitment
$5M

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

Service providers

Fund administrator IQ-EQ NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG, LLP NEW YORK, New York, United States
Custodian JPMORGAN CHASE NEW YORK, New York, United States Related to adviser: No
Marketer LAZARD & CO., LIMITED LONDON, United Kingdom Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, 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

KPMG, LLP
PCAOB 185

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Filing source

Form ADV 2134305 · Sep 23, 2026 · Schedule D 7.B.(1), fund 805-1477183061

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
Jonathan Dworkin Executive
Alan Mantel Executive
Ogden Phipps, Ii Executive
John Pless Executive
Tru Arc Fund V Gp, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
545 Madison Avenue
New York, NY, 10022