Freestone LP Advantage Partners V is a private investment fund based in Seattle, Washington. According to its most recent Form D, filed May 17, 2023, it has sold $119,465,000 of interests to 294 investors since its first sale in Apr 2023. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Erik Morgan; Freestone Capital Management, LLC; Gary Furukawa.
- Total raised
- $119,465,000Cumulative sales reported on Form D
- Investors
- 294
- First sale
- Apr 4, 2023
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Erik Morgan; Freestone Capital Management, LLC; Gary Furukawa
- Latest Form D
- May 17, 2023
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 Freestone LP Advantage Partners V
What is the minimum investment for Freestone LP Advantage Partners V?
Freestone LP Advantage Partners V's latest Form D, filed May 17, 2023, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Freestone LP Advantage Partners V?
Freestone LP Advantage Partners V is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Freestone LP Advantage Partners V raised?
Freestone LP Advantage Partners V reports $119,465,000 sold from 294 investors on its Form D filed May 17, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Freestone LP Advantage Partners V based?
Freestone LP Advantage Partners V is based in Seattle, Washington.
When did Freestone LP Advantage Partners V launch?
Freestone LP Advantage Partners V reports its first sale in Apr 2023.
Size compared with every private investment fund
Raised more than 60% of the 113 private investment funds based in Washington, and more than 73% of all 10,255 that report sales.