Form D · Private Equity Fund

WINDJAMMER SENIOR EQUITY FUND V, L.P.

Newport Beach, CA · CIK 0001717788

Offering snapshot reported Nov 15, 2018 · SEC filing

Reported sold: $870M
Investors reported: 47
Minimum accepted: $1M
First sale: Oct 31, 2017

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 47
Minimum accepted$0 → $1,000,000

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 15, 2018	Amendment	$870,000,000	No comparison	47	SEC filing
Oct 30, 2017	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $3.4M (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-297721

The amounts listed above are aggregated between the Issuer and its related feeder fund. The LP amount sold by the Issuer to date is $850,000,000. The amount sold includes amounts to be committed by the general partner.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
LAZARD FRERES & CO. LLC	2528

Source: Form D, filed Nov 15, 2018. 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

WINDJAMMER SENIOR EQUITY FUND V, L.P.

Investment adviser: WINDJAMMER MANAGEMENT PARTNERS, L.P.

Gross asset value: $885M
Beneficial owners: 59
ADV minimum commitment: $5M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DELOITTE & TOUCHE COSTA MESA, California, United States

Custodian BMO BANK, NA CHICAGO, Illinois, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC WELLSLEY, Massachusetts, 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 & TOUCHE
PCAOB 34

BMO BANK, NA
LEI 3Y4U8VZURTYWI1W2K376

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2065313 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-2223717184

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
WINDJAMMER SENIOR EQUITY FUND IV, L.P.	Feb 28, 2012	Yet to sell	0
WINDJAMMER SENIOR EQUITY FUND V, L.P. (this fund)	Nov 15, 2018	$870,000,000	47

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
Gregory J. Bondick	Executive, Promoter
Jeffrey J. Dunnigan	Executive, Promoter
Costa Littas	Executive, Promoter
Jeff Miehe	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

610 Newport Center Drive, Suite 1100
Newport Beach, CA, 92660