Form D · Private Equity Fund

BPEA V, L.P.

Boston, MA · CIK 0001778530

Offering snapshot reported Aug 11, 2020 · SEC filing

Reported sold
$211M
Indefinite offering
Investors reported
74
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 4, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 74

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 11, 2020Amendment$210,710,000No comparison74SEC filing
Jun 4, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-341035

Source: Form D, filed Aug 11, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BPEA V, L.P.

Investment adviser: BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC

Gross asset value
$234M
Beneficial owners
103
ADV minimum commitment
$250K

Reported in Form ADV on Jun 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor RSM US LLP BOSTON, Massachusetts, United States
Custodian CITIZENS BANK RIVERSIDE, Rhode Island, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. BOSTON, Massachusetts, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BOSTON, Massachusetts, United States Related to adviser: No
Custodian UBS SECURITIES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

CITIZENS BANK
LEI DRMSV1Q0EKMEXLAU1P80

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

UBS SECURITIES LLC
SEC 8-22651

Filing source

Form ADV 2116332 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-1168822554

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
General Partner Bpeam V, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
20 Custom House Street Suite 610
Boston, MA, 02110