Form D · Other Investment Fund

Promus Access V, L.P.

Chicago, IL · CIK 0002036261

Offering snapshot reported Mar 6, 2026 · SEC filing

Reported sold
$429M
Indefinite offering
Investors reported
155
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Aug 5, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$215M$429MSep 5, 2024Mar 6, 2025: $363,724,000.00Mar 6, 2025Mar 6, 2026: $429,300,000.00Mar 6, 2026

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.

  • Reported sold$363,724,000 → $429,300,000
  • Reported investors74 → 155

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 6, 2026Amendment$429,300,000$65,576,000vs Mar 6, 2025155SEC filing
Mar 6, 2025Amendment$363,724,000No comparison74SEC filing
Sep 5, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-523235

Source: Form D, filed Mar 6, 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

PROMUS ACCESS V, LP

Investment adviser: WAVERLY ADVISORS, LLC

Gross asset value
$443M
Beneficial owners
124
ADV minimum commitment
$250K

Reported in Form ADV on Aug 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator 4PINES FUND SERVICES, LLC STAMFORD, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian HINSDALE BANK & TRUST COMPANY, N.A. HINSDALE, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

HINSDALE BANK & TRUST COMPANY, N.A.
LEI 9LIMABJRJ9VPV74PBJB1

Filing source

Form ADV 2129842 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-4366198665

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
Steven Brown Executive
Andrew Code Executive
Brian Musso Executive
N/A Promus Access V Gp, Llc Executive
N/A Promus Asset Management, Llc Executive
N/A Promus Capital Management, Llc Executive
Sarah Wuellner Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Promus Access V Gp, Llc 156 N. Jefferson St., Suite 300
Chicago, IL, 60661