Form D · Private Equity Fund
Lavelle Opportunity Fund V LP
San Francisco, CA · CIK 0001849559
Offering snapshot reported Sep 13, 2024 · SEC filing
- Reported sold
- $1.93M Indefinite offering
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Aug 26, 2024 As reported in this filing
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 |
|---|---|---|---|---|---|
| Sep 13, 2024 | Initial | $1,929,750 | No comparison | 9 | SEC filing |
| Mar 8, 2021 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-524004
Limited Partner Interests
Source: Form D, filed Sep 13, 2024. 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
LAVELLE OPPORTUNITY FUND V LP
Investment adviser: LAVELLE CAPITAL LP
- Gross asset value
- $3.77M
- Beneficial owners
- 19
- ADV minimum commitment
- $50K
Reported in Form ADV on Sep 30, 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
- Yes
- External marketing
- No
GRAY, GRAY & GRAY, LLP
PCAOB 889
FIRST CENTURY BANK, NATIONAL ASSOCIATION
LEI 254900AYRQQJSM9XVF93
Filing source
Form ADV 2133162 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-6928042855
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 |
|---|---|
| Venkatram R. Kuditipudi | Executive |
| Lavelle Opportunity Managers Iii Llc | Executive |
| Sanjeev Rao | Executive |
| Vsr Capital Llc | Executive |
| Vsr Capital Management Lp | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Francisco, CA, 94104