Form D · Private Equity Fund

Wafra Private Equity Fund V, L.P.

New York, NY · CIK 0001603206

Offering snapshot reported Mar 28, 2016 · SEC filing

Reported sold: $100M
Investors reported: 1
Minimum accepted: $1M
First sale: Aug 20, 2013

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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 28, 2016	Amendment	$100,000,000	$0vs Apr 1, 2015	1	SEC filing
Apr 1, 2015	Initial	$100,000,000	No comparison	1	SEC filing
Mar 27, 2014	Initial	$100,000,000	No comparison	1	SEC filing

Offering details

Securities: Equity
Exemptions: 06b
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-237095

Source: Form D, filed Mar 28, 2016. 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

WAFRA PRIVATE EQUITY FUND V L.P.

Investment adviser: WAFRA INC.

Gross asset value: $41.5M
Beneficial owners: 1
ADV minimum commitment: $1M

Reported in Form ADV on Jul 18, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DELOITTE LTD HAMILTON, Bermuda

Custodian FIRST REPUBLIC BANK 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: No
External marketing: No

DELOITTE LTD
PCAOB 5230

FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV

Filing source

Form ADV 1775430 · Jul 18, 2023 · Schedule D 7.B.(1), fund 805-1406546405

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
Name	Reported role
Michael Goodman	Executive
Eric Norfleet	Executive
Peter Petrillo	Executive
Gp, L.P. Wafra V	Executive
Ryan Wierck	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Wafra Partners, Llc 345 Park Avenue
New York, NY, 10154