Stockbridge Value Fund V, LP
Stockbridge Value Fund V, LP is a private investment fund based in San Francisco, California. According to its most recent Form D, filed Apr 11, 2024, it has sold $639,000,000 of interests to 15 investors since its first sale in Apr 2023. The minimum investment it accepts from an outside investor is $5,000,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Stockbridge Value Fund Partners V, LLC; Stockbridge Core and Value Advisors, LLC; Breanna Staggs.
- Total raised
- $639,000,000Cumulative sales reported on Form D
- Investors
- 15
- First sale
- Apr 21, 2023
- Minimum investment
- $5,000,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Stockbridge Value Fund Partners V, LLC; Stockbridge Core and Value Advisors, LLC; Breanna Staggs
- Latest Form D
- Apr 11, 2024
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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Apr 11, 2024 | Amendment | $639,000,000 | 15 | SEC.gov ↗ |
| Apr 12, 2023 | First notice | $0 | 0 | SEC.gov ↗ |
2 Form D filings in the SEC's electronic records (2008 onward), the earliest on Apr 12, 2023. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about Stockbridge Value Fund V, LP
What is the minimum investment for Stockbridge Value Fund V, LP?
According to its latest Form D, filed Apr 11, 2024, the minimum investment Stockbridge Value Fund V, LP accepts from an outside investor is $5,000,000.
Who can invest in Stockbridge Value Fund V, LP?
Stockbridge Value Fund V, LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Stockbridge Value Fund V, LP raised?
Stockbridge Value Fund V, LP reports $639,000,000 sold from 15 investors on its Form D filed Apr 11, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Stockbridge Value Fund V, LP based?
Stockbridge Value Fund V, LP is based in San Francisco, California.
When did Stockbridge Value Fund V, LP launch?
Stockbridge Value Fund V, LP reports its first sale in Apr 2023.
Size compared with every private investment fund
Raised more than 95% of the 1,719 private investment funds based in California, and more than 90% of all 10,333 that report sales.
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