CWI Fund V, L.P. is a private equity fund based in Cleveland, Ohio. According to its most recent Form D, filed Jan 21, 2025, it has sold $26,670,000 of interests to 34 investors since its first sale in Jan 2024. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Matthew Lombardo; W. Martin; Mikel Harding.
- Total raised
- $26,670,000Cumulative sales reported on Form D
- Investors
- 34
- First sale
- Jan 26, 2024
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Matthew Lombardo; W. Martin; Mikel Harding
- Latest Form D
- Jan 21, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about CWI Fund V, L.P.
What is the minimum investment for CWI Fund V, L.P.?
CWI Fund V, L.P.'s latest Form D, filed Jan 21, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in CWI Fund V, L.P.?
CWI Fund V, L.P. is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has CWI Fund V, L.P. raised?
CWI Fund V, L.P. reports $26,670,000 sold from 34 investors on its Form D filed Jan 21, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is CWI Fund V, L.P. based?
CWI Fund V, L.P. is based in Cleveland, Ohio.
When did CWI Fund V, L.P. launch?
CWI Fund V, L.P. reports its first sale in Jan 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 63% of the 73 private equity funds based in Ohio, and more than 55% of all 9,142 that report sales.