Form D · Private Equity Fund

ValStone Opportunity Fund V, LLC

Birmingham, MI · CIK 0001564341

Offering snapshot reported Dec 18, 2013 · SEC filing

Reported sold: $84.5M
Investors reported: 4
Minimum accepted: $1
First sale: Nov 9, 2012

Fundraising history

Reported sold

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$35,000,000 → $84,500,000
Reported investors1 → 4

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 18, 2013	Amendment	$84,500,000	$49,500,000vs Dec 13, 2012	4	SEC filing
Dec 16, 2013	Amendment	$84,500,000	$49,500,000vs Dec 13, 2012	4	SEC filing
Dec 12, 2013	Amendment	$84,500,000	$49,500,000vs Dec 13, 2012	4	SEC filing
Dec 13, 2012	Initial	$35,000,000	No comparison	1	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-188320

Source: Form D, filed Dec 18, 2013. 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

VALSTONE OPPORTUNITY FUND V, LLC

Investment adviser: VALSTONE PARTNERS VI, LLC

Gross asset value: $0
Beneficial owners: 22
ADV minimum commitment: $0

Reported in Form ADV on Mar 27, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JUNIPER SQUARE, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PLANTE MORAN AUBURN HILLS, Michigan, United States

Custodian FIFTH THIRD BANK SOUTHFIELD, Michigan, 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

PLANTE MORAN
PCAOB 166

Filing source

Form ADV 1963161 · Mar 27, 2025 · Schedule D 7.B.(1), fund 805-9328772177

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
ValStone Opportunity Fund V, LLC (this fund)	Dec 18, 2013	$84,500,000	4
Valstone Opportunity Fund VI, LLC	Mar 16, 2017	$132,500,000	11

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
Eric R. Abel	Executive
Larry E. Jennings, Jr.	Executive
Gerald C. Timmis, Iii	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

260 E. Brown Street Suite 250
Birmingham, MI, 48009