Caltius Partners V, LP
Caltius Partners V, LP is a private equity fund based in Los Angeles, California. According to its most recent Form D, filed Nov 20, 2015, it has sold $112,017,000 of interests to 7 investors since its first sale in Dec 2014. 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 Alisa Frederick; Michael Kane; Gregory Howorth.
- Total raised
- $112,017,000Cumulative sales reported on Form D
- Investors
- 7
- First sale
- Dec 1, 2014
- 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
- Alisa Frederick; Michael Kane; Gregory Howorth
- Latest Form D
- Nov 20, 2015
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 Partners V, LP
What is the minimum investment for Caltius Partners V, LP?
Caltius Partners V, LP's latest Form D, filed Nov 20, 2015, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Caltius Partners V, LP?
Caltius 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 Partners V, LP raised?
Caltius Partners V, LP reports $112,017,000 sold from 7 investors on its Form D filed Nov 20, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Caltius Partners V, LP based?
Caltius Partners V, LP is based in Los Angeles, California.
When did Caltius Partners V, LP launch?
Caltius Partners V, LP reports its first sale in Dec 2014.
Size compared with every private equity fund
Raised more than 88% of the 1,744 private equity funds based in California, and more than 74% of all 8,896 that report sales.