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Primary Source · SEC.gov

MW Buyout Executive Fund V, LLC

Fund Vehicle2020 vintageRule 506(b), Section 3(c), Section 3(c)(1)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

Pre-open

Investors

—

Min Invest

$100,000

What this filing shows

·

Every sentence is a value as filed on SEC Form D

MW Buyout Executive Fund V, LLC is a Wisconsin limited liability company that filed a Form D with the SEC on May 22, 2020, describing itself as a private equity fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(1) and covers equity and pooled investment fund interests. MW Buyout Executive Fund V, LLC reported that the first sale had not yet occurred as of the Form D filed May 22, 2020, so no amount sold or investor count is on file. The total offering amount is $35,000,000. 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. 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 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 411 E. Wisconsin Avenue, Suite 1280, Milwaukee, WI 53202.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001809171
Entity NameMW Buyout Executive Fund V, LLC
ExemptionRule 506(b), Section 3(c), Section 3(c)(1)
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. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(1) of the Investment Company Act: the fund is excluded from investment-company registration because it has no more than 100 beneficial owners.
Entity TypeLimited Liability Company
Jurisdiction of OrganizationWisconsin
Issuer Address411 E. Wisconsin Avenue, Suite 1280, Milwaukee, WI 53202
Phone(414) 727-6400
Industry / Fund TypePooled Investment Fund · Private Equity Fund
Investment Company ActExcluded under Section 3(c)(1) (100 beneficial owners or fewer)
Securities TypeEquity, Pooled investment fund interests
First Sale DateNot yet occurred (as filed)
Filing DateMay 22, 2020
Accession Number0001809171-20-000001
Total Offering Amount$35,000,000
Total Amount Sold$0 (no sales yet)
Amount Remaining$35,000,000
Total Investors0 (no sales yet)
Non-Accredited InvestorsNone
Minimum Investment$100,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)WI
Amendment CountOriginal filing only

Filings on Record

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

Fund Family

Every vehicle in this manager's series as it appears on EDGAR, newest generation first. Sold-to-date and investor counts are each vehicle's latest Form D.

Fund family

MW Buyout Executive Fund2 vehicles · 2 generations · since 2020 · $41.7M sold across the family

This issuer is in Fund V

VehicleRoleFirst filedStatusSoldInvestors
Fund VI · first filed 2026-10-13 · 1 vehicle · $41.7M sold · 73 investors
MW Buyout Executive Fund VI, LLC2026-10-13closed$41.7M73
Fund V · first filed 2020-05-22 · 1 vehicle
MW Buyout Executive Fund V, LLCthis issuer2020-05-22pre sale$00

Grouped from Form D issuer names (generation, sleeve, jurisdiction and legal-form tokens removed); a name-only match, so abbreviated or renamed vehicles can be missed. Sold and investor figures are each vehicle's latest Form D; sleeves that report the same figure share one family-wide total and are counted once. Performance lines are what a public pension plan reports for its own interest in that fund, net, on the plan's cash flows and valuation date; they are not the general partner's figures.

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

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Investor

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Adviser of Record (Form ADV)

Mason Wells, INC.

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, LLC · PCAOB-registered per the adviser

From the adviser's Form ADV as loaded from the SEC bulk data through December 31, 2024, 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 · Milwwaukee, WI

Managing Member

James S. Domach

Executive Officer · Milwwaukee, WI

Managing Member

Jay J. Radtke

Executive Officer · Milwwaukee, WI

Managing Member

Questions About MW Buyout Executive Fund 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 MW Buyout Executive Fund V, LLC?

MW Buyout Executive Fund V, LLC is a Wisconsin limited liability company that filed a Form D with the SEC on May 22, 2020 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1) for an offering of equity and pooled investment fund interests.

Is MW Buyout Executive Fund V, LLC legit?

AltStreet does not rate legitimacy; it reports the public record. MW Buyout Executive Fund V, LLC filed a Form D with the SEC on May 22, 2020 claiming Rule 506(b), Section 3(c), Section 3(c)(1). 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 MW Buyout Executive Fund 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 MW Buyout Executive Fund V, LLC claimed Rule 506(b), Section 3(c), 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 MW Buyout Executive Fund V, LLC raised?

MW Buyout Executive Fund V, LLC reported that the first sale had not yet occurred as of the Form D filed May 22, 2020, so no amount sold or investor count is on file. The total offering amount is $35,000,000.

Who can invest in MW Buyout Executive Fund 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. 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 MW Buyout Executive Fund V, LLC?

The Form D lists $100,000 as the minimum investment accepted from any outside investor as of May 22, 2020. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling MW Buyout Executive Fund 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 MW Buyout Executive Fund V, LLC?

The Form D lists 3 related persons: Thomas G. Smith, executive officer (Managing Member); James S. Domach, executive officer (Managing Member); Jay J. Radtke, executive officer (Managing Member). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is MW Buyout Executive Fund V, LLC 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 Wisconsin.

How long is the MW Buyout Executive Fund V, LLC 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 MW Buyout Executive Fund V, LLC?

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

Is this your offering?

Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.

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.