Wisequity V
Wisequity V is a private fund (private equity assets) organized in Italy and advised by Wise Equity Sgr Spa. Its adviser reported $280,820,800 in gross assets for the fund on Form ADV, filed Mar 29, 2024. It reported 49 beneficial owners, about 100% of it owned by non-U.S. persons. The minimum investment it accepts is $540,040. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $280,820,800As reported on Form ADV
- Beneficial owners
- 49
- Minimum investment
- $540,040
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Private fundPRIVATE EQUITY ASSETS
- Domicile
- Italy
- Auditor
- Price Waterhouse Cooper
- Custodian
- Banca Popolare Di Sondrio Spa
- Adviser
- Wise Equity Sgr Spa · Milan, Italy · CRD 283977
- Reported on
- Mar 29, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Wisequity V
What is the minimum investment for Wisequity V?
According to its adviser's Form ADV filed Mar 29, 2024, the minimum investment Wisequity V accepts is $540,040.
Who can invest in Wisequity V?
Wisequity V 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 large is Wisequity V?
Its adviser reported $280,820,800 in gross assets on Form ADV filed Mar 29, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Wisequity V?
Wisequity V is advised by Wise Equity Sgr Spa, based in Milan, Italy.
Who are Wisequity V's service providers?
Its Form ADV lists Price Waterhouse Cooper as auditor.