Form D · Private Equity Fund
WLR Recovery V Investors, LLC
Atlanta, GA · CIK 0001515343
Offering snapshot reported Mar 1, 2021 · SEC filing
- Reported sold
- $23.4M Indefinite offering
- Investors reported
- 78 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Jan 1, 2011 As reported in this filing
Fundraising history
Reported soldDates 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 1, 2021 | Amendment | $23,360,000 | $0vs Feb 27, 2020 | 78 | SEC filing |
| Feb 27, 2020 | Amendment | $23,360,000 | $0vs Feb 27, 2019 | 78 | SEC filing |
| Feb 27, 2019 | Amendment | $23,360,000 | $0vs Mar 6, 2018 | 78 | SEC filing |
| Mar 6, 2018 | Amendment | $23,360,000 | $0vs Mar 10, 2017 | 78 | SEC filing |
| Mar 10, 2017 | Amendment | $23,360,000 | $0vs Mar 11, 2016 | 78 | SEC filing |
| Mar 11, 2016 | Amendment | $23,360,000 | $0vs Mar 12, 2015 | 78 | SEC filing |
| Mar 12, 2015 | Amendment | $23,360,000 | $0vs Mar 12, 2014 | 78 | SEC filing |
| Mar 12, 2014 | Amendment | $23,360,000 | $2,750,000vs Oct 28, 2013 | 69 | SEC filing |
| Oct 28, 2013 | Amendment | $20,610,000 | $0vs May 15, 2012 | 69 | SEC filing |
| May 15, 2012 | Amendment | $20,610,000 | $15,060,000vs Mar 16, 2011 | 69 | SEC filing |
| Mar 16, 2011 | Initial | $5,550,000 | No comparison | 12 | SEC filing |
Offering details
- Securities
- 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
- 021-156901
Clarification of Response under Item 11: The Manager has the right, in its sole discretion, to accept reduced investments.
Source: Form D, filed Mar 1, 2021. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| N/A N/A Atlantic Trust Company, A Division Of Invesco National Trust Company | Promoter |
| N/A N/A Atlantic Trust Company, N.A. | Promoter |
| N/A N/A Cibc National Trust Company | Promoter |
| David Donabedian | Executive |
| Alan Fields | Executive |
| Lisa M. Garcia | Executive |
| John S. Markwalter, Jr. | Executive |
| Jigar Patel | Executive |
| Ohm Srinivasan | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Atlanta, GA, 30327