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EDGAR Verified
Primary Source · SEC.gov

EquityZen Thematic Fund LLC - Most Requested Series 5

CIK 0002008335Fund Vehicle2024 vintage506(b), 3(c)(1)
EquityZenFull Review

Raised

$2M

Investors

97

Min Invest

$6,333

AltStreet Analysis

·

Generated from EDGAR primary sources

EquityZen Thematic Fund LLC - Most Requested Series 5 is a Delaware-based pooled investment fund filed by EquityZen Advisors LLC, raising $1.7M from 97 investors under Rule 506(b) and Section 3(c)(1) exemptions with a $6K minimum investment. This is an amended filing for a vehicle within the EquityZen platform, which operates approximately 150 related EDGAR entities focused on private equity secondaries and late-stage private companies.

This 506(b) private equity fund exhibits typical characteristics of multi-investor secondary market vehicles, with a relatively low $6K minimum enabling broad participation among accredited investors. The 3(c)(1) exemption constrains the fund to fewer than 100 beneficial owners, consistent with the 97-investor count reported.

Data Flags

investor_count97 investors against 3(c)(1) exemption limit of 100 beneficial owners, indicating the fund is at near-maximum capacity
average_check_sizeAverage investment of approximately $17.5K ($1.7M / 97 investors) is only 2.9x the stated minimum, suggesting many investors entered at or near the minimum threshold
vintage_yearFirst sale date not disclosed in amended filing, preventing vintage year determination and limiting transparency

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002008335
Entity NameEquityZen Thematic Fund LLC - Most Requested Series 5
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateMay 22, 2024
Accession Number0002008335-24-000002
Total Amount Sold$2M
Total Investors97
Minimum Investment$6,333
Securities TypeEquity, Pooled Investment Fund
State of IncorporationNot specified
Amendment Count1 amendments filed

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

EquityZen Advisors LLC

Executive Officer, Director · New York, NY

Philip Haslett

Executive Officer, Director · New York, NY

HC Global Fund Services, LLC

Director · San Francisco, CA

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. AltStreet analysis (summaries, flags, category context) is generated by Claude from this primary source data and reviewed for accuracy. Platform-provided information (if present) is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. EDGAR data is verified read-only — platforms may request factual corrections for demonstrable inaccuracies by contacting research@altstreet.investments. This page does not constitute investment advice.