Mason Wells Buyout Fund V, LP
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
Pre-open
Investors
—
Min Invest
$5,000,000
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
What this filing shows
·Every sentence is a value as filed on SEC Form D
Mason Wells Buyout Fund V, LP is a Delaware limited partnership that filed a Form D with the SEC on April 29, 2020, describing itself as a private equity fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) and covers equity and pooled investment fund interests. Mason Wells Buyout Fund V, LP reported that the first sale had not yet occurred as of the Form D filed April 29, 2020, so no amount sold or investor count is on file. The total offering amount is $725,000,000. 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 checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $5,000,000. The Form D names Jeffrey M. Stern (CRD 435584), associated with Forum Capital Securities LLC as the recipient of sales compensation soliciting in all states. The issuer's address of record is 411 E. Wisconsin Avenue, Suite 1280, Milwaukee, WI 53202.
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
pre_sale
Fund family Part of the Mason Wells Buyout Fund family: 2 vehicles across 2 generations · adviser of record Mason Wells, INC. · 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
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Adviser of Record (Form ADV)
CRD 173069 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a private equity fund
Auditor named on Form ADV: PricewaterhouseCoopers LLP · PCAOB-registered per the adviser
From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Thomas G Smith
Executive Officer · Milwaukee, WI
Managing Member of the General Partner of the Issuer
Buyout Partners V LLC Mason Wells
Executive Officer · Milwaukee, WI
General Partner 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.
Jeffrey M. SternCRD 435584 on BrokerCheck
Associated broker-dealer: Forum Capital Securities LLC (CRD 113855) · New York, NY · Soliciting in all states
Questions About Mason Wells Buyout Fund V, LP
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Mason Wells Buyout Fund V, LP?
Mason Wells Buyout Fund V, LP is a Delaware limited partnership that filed a Form D with the SEC on April 29, 2020 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) for an offering of equity and pooled investment fund interests.
Is Mason Wells Buyout Fund V, LP legit?
AltStreet does not rate legitimacy; it reports the public record. Mason Wells Buyout Fund V, LP filed a Form D with the SEC on April 29, 2020 claiming Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. No sales had been reported as of that notice. 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 Mason Wells Buyout Fund V, LP 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 Mason Wells Buyout Fund V, LP claimed Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) 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 Mason Wells Buyout Fund V, LP raised?
Mason Wells Buyout Fund V, LP reported that the first sale had not yet occurred as of the Form D filed April 29, 2020, so no amount sold or investor count is on file. The total offering amount is $725,000,000.
Who can invest in Mason Wells Buyout Fund V, LP?
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 checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $5,000,000.
What is the minimum investment in Mason Wells Buyout Fund V, LP?
The Form D lists $5,000,000 as the minimum investment accepted from any outside investor as of April 29, 2020. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Mason Wells Buyout Fund V, LP and how are they paid?
The Form D names Jeffrey M. Stern (CRD 435584), associated with Forum Capital Securities LLC as the recipient of sales compensation soliciting in all states.
Who is behind Mason Wells Buyout Fund V, LP?
The Form D lists 2 related persons: Thomas G Smith, executive officer (Managing Member of the General Partner of the Issuer); Buyout Partners V LLC Mason Wells, executive officer (General Partner of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Mason Wells Buyout Fund V, LP located?
The issuer's address on its SEC filings is 411 E. Wisconsin Avenue, Suite 1280, Milwaukee, WI 53202. Its phone number of record is 414-727-6400. It is organized under the laws of Delaware.
How long is the Mason Wells Buyout Fund V, LP 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, and no amendment is on record yet.
How large is Mason Wells Buyout Fund V, LP?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
Is this your company or fund?
Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.
Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.
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.