Caltius Equity Partners V, LP
Caltius Equity Partners V, LP is a private investment fund based in Los Angeles, California. According to its most recent Form D, filed May 12, 2025, it has sold $52,925,000 of interests to 35 investors since its first sale in Apr 2025. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Caltius Capital Management, LP; James Upchurch; Michael Morgan.
- Total raised
- $52,925,000Cumulative sales reported on Form D
- Investors
- 35
- First sale
- Apr 30, 2025
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Caltius Capital Management, LP; James Upchurch; Michael Morgan
- Latest Form D
- May 12, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Caltius Equity Partners V, LP
What is the minimum investment for Caltius Equity Partners V, LP?
Caltius Equity Partners V, LP's latest Form D, filed May 12, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Caltius Equity Partners V, LP?
Caltius Equity Partners V, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Caltius Equity Partners V, LP raised?
Caltius Equity Partners V, LP reports $52,925,000 sold from 35 investors on its Form D filed May 12, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Caltius Equity Partners V, LP based?
Caltius Equity Partners V, LP is based in Los Angeles, California and is managed by Caltius Capital Management, LP.
When did Caltius Equity Partners V, LP launch?
Caltius Equity Partners V, LP reports its first sale in Apr 2025.
Size compared with every private investment fund
Raised more than 76% of the 1,719 private investment funds based in California, and more than 63% of all 10,333 that report sales.