Form D · Private Equity Fund

Clearwater Private Opportunity Fund V, LLLP

St Paul, MN · CIK 0001614683

Offering snapshot reported Jul 24, 2014 · SEC filing

Reported sold
$98.9M
Offering amount: $150M
Investors reported
29
Form D · investor count
Minimum accepted
$300K
Reported outside-investor minimum
First sale
Jun 12, 2014
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 24, 2014Initial$98,851,000No comparison29SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-221739
Investments have been committed but sales have not yet closed, will close July 31, 2014
limited partnership interests

Source: Form D, filed Jul 24, 2014. 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

CLEARWATER PRIVATE OPPORTUNITY FUND V, LLLP

Investment adviser: CLEARWATER MANAGEMENT CO., INC.

Gross asset value
$112M
Beneficial owners
71
ADV minimum commitment
$300K

Reported in Form ADV on Mar 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator U.S. BANK N.A. MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP MINNEAPOLIS, Minnesota, United States
Custodian U.S. BANK N.A. MILWAUKEE, Wisconsin, United States Related to adviser: No
Marketer FIDUCIARY COUNSELLING INC ST. PAUL, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

FIDUCIARY COUNSELLING INC
CRD 104753 · SEC 801-4158

Filing source

Form ADV 2043113 · Mar 17, 2026 · Schedule D 7.B.(1), fund 805-1929765435

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
Samuel Baldwin Carr Director
An Entity Clearwater Management Company, Inc. Promoter
Courtland Baxter Cunningham Director
Elizabeth Driscoll Hlavka Director
Philip Weyerhauser Pascoe Director, Executive
Frank Weyerhauser Piasecki Director
Stephen Gerard Simon Executive
Daniel Cromelin Titcomb Director
William Toycen Weyerhauser Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
30 Seventh Street East Suite 2000
St Paul, MN, 55101