PALM BEACH CAPITAL FUND V, L.P.
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
$132M
Investors
58
Min Invest
$100,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
PALM BEACH CAPITAL FUND V, L.P. is a Delaware limited partnership that first filed a Form D on January 3, 2020 and most recently amended it on April 16, 2021, describing itself as a private equity fund. The offering claims Rule 506(b), Section 3(c)(1) and covers equity and pooled investment fund interests. PALM BEACH CAPITAL FUND V, L.P. reported $132,400,000 sold from 58 investors of a $145,000,000 total offering as of the Form D filed April 16, 2021. 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. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000. The Form D names Snowbridge Securities LLC (CRD 301996), associated with None as the recipient of sales compensation soliciting in AL, AZ, CA, CO, CT, DC, FL, GA, KS, KY, LA, MA, MD, MI, MT, NC, NH, NJ, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA, WI. The issuer's address of record is 525 S. Flagler Drive, Suite 201, West Palm Beach, FL 33401.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings 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
lapsed
Fund family Part of the Palm Beach Capital Fund family: 3 vehicles across 3 generations · adviser of record Palm Beach Capital Management III, LLC · 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.
Shaun L. McGruder
Executive Officer, Director · West Palm Beach, FL
Manager of the GP of the GP of the Issuer
Michael L. Schmickle
Executive Officer, Director · West Palm Beach, FL
Manager of the GP of the GP of the Issuer
Nathan S. Ward
Executive Officer, Director · West Palm Beach, FL
Manager of the GP of the GP of the Issuer.
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Snowbridge Securities LLCCRD 301996 on BrokerCheck
Associated broker-dealer: None · Summit, NJ · Soliciting in AL, AZ, CA, CO, CT, DC, FL, GA, KS, KY, LA, MA, MD, MI, MT, NC, NH, NJ, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA, WI
Questions About PALM BEACH CAPITAL FUND V, L.P.
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is PALM BEACH CAPITAL FUND V, L.P.?
PALM BEACH CAPITAL FUND V, L.P. is a Delaware limited partnership that filed a Form D with the SEC on April 16, 2021 as a private equity fund. The filing claims Rule 506(b), Section 3(c)(1) for an offering of equity and pooled investment fund interests.
Is PALM BEACH CAPITAL FUND V, L.P. legit?
AltStreet does not rate legitimacy; it reports the public record. PALM BEACH CAPITAL FUND V, L.P. filed a Form D with the SEC on April 16, 2021 claiming Rule 506(b), Section 3(c)(1). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $132,400,000 sold to 58 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 PALM BEACH CAPITAL FUND V, L.P. 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 PALM BEACH CAPITAL FUND V, L.P. claimed Rule 506(b), Section 3(c)(1) 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 PALM BEACH CAPITAL FUND V, L.P. raised?
PALM BEACH CAPITAL FUND V, L.P. reported $132,400,000 sold from 58 investors of a $145,000,000 total offering as of the Form D filed April 16, 2021.
Who can invest in PALM BEACH CAPITAL FUND V, L.P.?
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. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000.
What is the minimum investment in PALM BEACH CAPITAL FUND V, L.P.?
The Form D lists $100,000 as the minimum investment accepted from any outside investor as of April 16, 2021. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling PALM BEACH CAPITAL FUND V, L.P. and how are they paid?
The Form D names Snowbridge Securities LLC (CRD 301996), associated with None as the recipient of sales compensation soliciting in AL, AZ, CA, CO, CT, DC, FL, GA, KS, KY, LA, MA, MD, MI, MT, NC, NH, NJ, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA, WI.
Who is behind PALM BEACH CAPITAL FUND V, L.P.?
The Form D lists 3 related persons: Shaun L. McGruder, executive officer, director (Manager of the GP of the GP of the Issuer); Michael L. Schmickle, executive officer, director (Manager of the GP of the GP of the Issuer); Nathan S. Ward, executive officer, director (Manager of the GP of the GP of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is PALM BEACH CAPITAL FUND V, L.P. located?
The issuer's address on its SEC filings is 525 S. Flagler Drive, Suite 201, West Palm Beach, FL 33401. Its phone number of record is 561-659-9022. It is organized under the laws of Delaware.
How long is the PALM BEACH CAPITAL FUND V, L.P. offering open?
The issuer indicated that the offering is not 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.
How large is PALM BEACH CAPITAL FUND V, L.P.?
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.