Form D · Private Equity Fund

Franklin Ventures Investments, L.P. - Strategic Technology Series V

San Mateo, CA · CIK 0002069681

Offering snapshot reported Oct 7, 2026 · SEC filing

Reported sold: $24.2M
Investors reported: 14
Minimum accepted: $100K
First sale: Jan 10, 2025

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 7, 2026	Amendment	$24,180,000	$0vs Jun 6, 2025	14	SEC filing
Jun 6, 2025	Initial	$24,180,000	No comparison	14	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-548238

J.P. Morgan Securities LLC may be paid a portion of the carry generated but the amount cannot be estimated at this time.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Franklin Distributors, LLC	109064
J.P. Morgan Securities LLC	79

Source: Form D, filed Oct 7, 2026. 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

FRANKLIN VENTURES INVESTMENTS, L.P. - STRATEGIC TECHNOLOGY SERIES V

Investment adviser: FRANKLIN ADVISERS, INC.

Gross asset value: $15.5M
Beneficial owners: 14
ADV minimum commitment: $100K

Reported in Form ADV on Sep 16, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP 300 MADISON AVENUE, New York, United States

Custodian J.P. MORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Marketer FRANKLIN DISTRIBUTORS, LLC SAN MATEO, California, United States Related to adviser: Yes

Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

FRANKLIN DISTRIBUTORS, LLC
CRD 109064 · SEC 8-53089

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418

Filing source

Form ADV 2127927 · Sep 16, 2026 · Schedule D 7.B.(1), fund 805-2554057721

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
Name	Reported role
N/A Franklin Advisers, Inc.	Executive
N/A Franklin Venture Partners, Llc Strategic Technology Series V	Executive, Promoter
Edward Perks	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

One Franklin Parkway 920/2
San Mateo, CA, 94403