Form D · Private Equity Fund
IEP V EXECUTIVE FUND, L.P.
Pittsburgh, PA · CIK 0001874948
Offering snapshot reported Nov 30, 2023 · SEC filing
- Reported sold
- $2.59M Indefinite offering
- Investors reported
- 27 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 7, 2021 As reported in this filing
Fundraising history
Reported soldDates 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.
- Reported sold$1,760,000 → $2,585,000
- Reported investors25 → 27
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 30, 2023 | Amendment | $2,585,000 | $825,000vs Dec 6, 2022 | 27 | SEC filing |
| Dec 6, 2022 | Amendment | $1,760,000 | No comparison | 25 | SEC filing |
| Dec 7, 2021 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-423958
Source: Form D, filed Nov 30, 2023. 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
IEP V EXECUTIVE FUND, L.P.
Investment adviser: INCLINE MANAGEMENT, L.P.
- Gross asset value
- $2.37M
- Beneficial owners
- 38
- ADV minimum commitment
- $0
Reported in Form ADV on Apr 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66
Filing source
Form ADV 2098785 · Apr 27, 2026 · Schedule D 7.B.(1), fund 805-7786098509
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.
| Name | Reported role |
|---|---|
| Justin Bertram | Executive, Promoter |
| Joe Choorapuzha | Executive, Promoter |
| John C. Glover | Executive, Promoter |
| John Morley | Executive, Promoter |
| Leon M. Rubinov | Executive, Promoter |
| April Simile | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Pittsburgh, PA, 15222