Form D · Other

SALEM INVESTMENT PARTNERS V, LIMITED PARTNERSHIP

Greensboro, NC · CIK 0001832887

Offering snapshot reported Mar 1, 2021 · SEC filing

Reported sold
$52M
Indefinite offering
Investors reported
84
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Nov 9, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$26M$52MNov 19, 2020: $37,430,000.00Nov 19, 2020Mar 1, 2021: $52,010,000.00Mar 1, 2021

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$37,430,000 → $52,010,000
  • Reported investors39 → 84
  • Minimum accepted$100,000 → $50,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 1, 2021Amendment$52,010,000$14,580,000vs Nov 19, 202084SEC filing
Nov 19, 2020Initial$37,430,000No comparison39SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-381045

Source: Form D, filed Mar 1, 2021. 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

SALEM INVESTMENT PARTNERS V, LIMITED PARTNERSHIP

Investment adviser: SIP III ADVISOR, LLC

Gross asset value
$198M
Beneficial owners
99
ADV minimum commitment
$0

Reported in Form ADV on Mar 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor FORVIS ATLANTA, Georgia, United States
Custodian FIRST NATIONAL BANK OF PENNSYLVANIA PITTSBURGH, Pennsylvania, United States Related to adviser: No
Custodian TRIAD BUSINESS BANK GREENSBORO, North Carolina, United States Related to adviser: No
Marketer CLARITY CAPITAL ADVISORS PEACHTREE CORNERS, Georgia, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

FORVIS
PCAOB 686

Filing source

Form ADV 2066292 · Mar 11, 2026 · Schedule D 7.B.(1), fund 805-7841327821

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
David Faris Executive
Kevin Jessup Executive
Phillip Martin Executive
David Morton Executive
N/A Sip V Management, Llc Executive

Issuer details

Industry: Other (See others in industry)

Address:
7900 Triad Center Drive Suite 333
Greensboro, NC, 27409