Form D · Private Equity Fund

Warwick Partners V, LP

Oklahoma City, OK · CIK 0001957002

Offering snapshot reported Jul 9, 2026 · SEC filing

Reported sold
$731M
Offering amount: $750M
Investors reported
60
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 9, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$366M$731MDec 7, 2022Dec 7, 2023: $123,000,000.00Dec 7, 2023Jun 5, 2025: $173,000,000.00Jun 5, 2025Jul 9, 2026: $731,250,000.00Jul 9, 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$173,000,000 → $731,250,000
  • Reported investors4 → 60
  • Minimum accepted$10,000,000 → $0

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 9, 2026Amendment$731,250,000$558,250,000vs Jun 5, 202560SEC filing
Jun 5, 2025Amendment$173,000,000$50,000,000vs Dec 7, 20234SEC filing
Dec 7, 2023Amendment$123,000,000No comparison3SEC filing
Dec 7, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$941K
Finders' fees
$0
Form D file number
021-466793

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CapInsights Partners, LLC327488Old City Securities LLC · CRD 171910
Steven Nelson5081074Old City Securities LLC · CRD 171910
Robert Schwab5480333Old City Securities LLC · CRD 171910
Eric Perry4873073Old City Securities LLC · CRD 171910

Source: Form D, filed Jul 9, 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

WARWICK PARTNERS V, LP

Investment adviser: WARWICK INVESTMENT GROUP, LLC

Gross asset value
$310M
Beneficial owners
13
ADV minimum commitment
$10M

Reported in Form ADV on Aug 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND SERVICES JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG - LLP OKLAHOMA CITY, Oklahoma, United States
Custodian CITIBANK, NA BOSTON, Massachusetts, 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

KPMG - LLP
PCAOB 185

Filing source

Form ADV 2114245 · Aug 10, 2026 · Schedule D 7.B.(1), fund 805-4454613106

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
Katherine Richard Executive
N/A Warwick Investment Group, Llc Executive
N/A Warwick Partners V Gp, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
944 W Wilshire Blvd
Oklahoma City, OK, 73116