SEC filing record
Primary Source · SEC.gov

Bascom Value Added Apartment Investors V, LLC

2020 vintageRule 506(b)Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

Raised

$143M

Investors

514

Min Invest

$100,000

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

Bascom Value Added Apartment Investors V, LLC is a Delaware limited liability company that first filed a Form D on January 29, 2020 and most recently amended it on August 25, 2022 in the Commercial industry group. The offering claims Rule 506(b) and covers equity. Bascom Value Added Apartment Investors V, LLC reported $142,500,000 sold from 514 investors of a $150,000,000 total offering as of the Form D filed August 25, 2022. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is 7 Corporate Park, Suite 100, Irvine, CA 92606.

Critical Disclosures

What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.

Reporting lapsed · Form D · last filing August 25, 2022

Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.

Timeline
Each line is a fact as filed. The history behind it, the same event across other issuers, and an alert on the next one:Open in the terminal Watch this issuer

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001779158
Entity NameBascom Value Added Apartment Investors V, LLC
ExemptionRule 506(b)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising.
Entity TypeLimited Liability Company
Jurisdiction of OrganizationDelaware
Issuer Address7 Corporate Park, Suite 100, Irvine, CA 92606
Phone(949) 955-0888
Industry / Fund TypeCommercial
Securities TypeEquity
First Sale DateJanuary 15, 2020
Filing DateAugust 25, 2022
Accession Number0001879785-22-000063
Total Offering Amount$150,000,000
Total Amount Sold$142,500,000
Amount Remaining$7,500,000
Total Investors514
Non-Accredited InvestorsNone
Minimum Investment$100,000
Offering DurationIntended to last more than one year
Revenue RangeDecline to Disclose
State (Issuer Address)CA
Amendment Count3 filings on record

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

In the Terminal

Filing events

0

none on file

Critical / warning

0 / 0

0 watch · 0 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

dark

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Fund family Part of the Bascom Value Added Apartment Investors family: 4 vehicles across 4 generations · full family and the filing behind each link in the terminal

Investor

  • The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

Pro

  • This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
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Related Persons (Form D)

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

Jerome Fink

Executive Officer · Irvine, CA

Jerome Fink is an Authorized Signatory of the Issuer, being a Co-Founder and Managing Member. The Issuer itself is manager-managed by its Manager, Bascom Fund V Manager, LLC.

David Kim

Executive Officer · Irvine, CA

David Kim is an Authorized Signatory of the Issuer, being a Co-Founder and Managing Member. The Issuer itself is manager-managed by its Manager, Bascom Fund V Manager, LLC.

Questions About Bascom Value Added Apartment Investors V, LLC

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is Bascom Value Added Apartment Investors V, LLC?

Bascom Value Added Apartment Investors V, LLC is a Delaware limited liability company that filed a Form D with the SEC on August 25, 2022 in the Commercial industry group. The filing claims Rule 506(b) for an offering of equity.

Is Bascom Value Added Apartment Investors V, LLC legit?

AltStreet does not rate legitimacy; it reports the public record. Bascom Value Added Apartment Investors V, LLC filed a Form D with the SEC on August 25, 2022 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $142,500,000 sold to 514 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is Bascom Value Added Apartment Investors V, LLC registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Bascom Value Added Apartment Investors V, LLC claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has Bascom Value Added Apartment Investors V, LLC raised?

Bascom Value Added Apartment Investors V, LLC reported $142,500,000 sold from 514 investors of a $150,000,000 total offering as of the Form D filed August 25, 2022.

Who can invest in Bascom Value Added Apartment Investors V, LLC?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000.

What is the minimum investment in Bascom Value Added Apartment Investors V, LLC?

The Form D lists $100,000 as the minimum investment accepted from any outside investor as of August 25, 2022. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling Bascom Value Added Apartment Investors V, LLC and how are they paid?

The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.

Who is behind Bascom Value Added Apartment Investors V, LLC?

The Form D lists 2 related persons: Jerome Fink, executive officer (Jerome Fink is an Authorized Signatory of the Issuer, being a Co-Founder and Managing Member. The Issuer itself is manager-managed by its Manager, Bascom Fund V Manager, LLC); David Kim, executive officer (David Kim is an Authorized Signatory of the Issuer, being a Co-Founder and Managing Member. The Issuer itself is manager-managed by its Manager, Bascom Fund V Manager, LLC). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Bascom Value Added Apartment Investors V, LLC located?

The issuer's address on its SEC filings is 7 Corporate Park, Suite 100, Irvine, CA 92606. Its phone number of record is 949-955-0888. It is organized under the laws of Delaware.

How long is the Bascom Value Added Apartment Investors V, LLC offering open?

The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 2 amendments are on record for this CIK.

What is Bascom Value Added Apartment Investors V, LLC's revenue?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

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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. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.