AltMountain

TAD V Access Fund LP

West Conshohocken, PA · CIK 1941075 · Sponsor: PPB Advisors LLC
Status: no Form D since Mar 2024. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

TAD V Access Fund LP is a private investment fund based in West Conshohocken, Pennsylvania. According to its most recent Form D, filed Mar 20, 2024, it has sold $17,350,000 of interests to 29 investors since its first sale in Aug 2022. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. Related persons named in the filing include Brendan Lake; PPB Tad5 LLC; PPB Advisors LLC.

Total raised
$17,350,000Cumulative sales reported on Form D
Investors
29
First sale
Aug 5, 2022
Minimum investment
$250,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Other exemption
Key people and entities
Brendan Lake; PPB Tad5 LLC; PPB Advisors LLC
Latest Form D
Mar 20, 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

Questions about TAD V Access Fund LP

What is the minimum investment for TAD V Access Fund LP?

According to its latest Form D, filed Mar 20, 2024, the minimum investment TAD V Access Fund LP accepts from an outside investor is $250,000.

Who can invest in TAD V Access Fund LP?

TAD V Access Fund 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).

How much has TAD V Access Fund LP raised?

TAD V Access Fund LP reports $17,350,000 sold from 29 investors on its Form D filed Mar 20, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is TAD V Access Fund LP based?

TAD V Access Fund LP is based in West Conshohocken, Pennsylvania.

When did TAD V Access Fund LP launch?

TAD V Access Fund LP reports its first sale in Aug 2022.

Size compared with every private investment fund

Raised more than 65% of the 291 private investment funds based in Pennsylvania, and more than 49% of all 10,333 that report sales.

Other programs from PPB Advisors LLC

All 10 funds from this sponsor

Other funds with the same team

More private investment funds in West Conshohocken

Similar-size private investment funds in Pennsylvania

All private investment funds in Pennsylvania