Davis Investment Ventures 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
$17M
Investors
42
Min Invest
None stated
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Davis Investment Ventures Fund V, L.P. is a Delaware limited partnership that first filed a Form D on August 22, 2022 and most recently amended it on October 11, 2023, describing itself as a other investment fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(1) and covers pooled investment fund interests. Davis Investment Ventures Fund V, L.P. reported $16,750,000 sold from 42 investors in an offering of indefinite size as of the Form D filed October 11, 2023. 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 filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names Park Madison Partners LLC (CRD 140016); Kipling Capital, Inc. (CRD 41196) as recipients of sales compensation soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. The issuer's address of record is 125 High Street, Suite 2111, Boston, MA 02110.
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 Davis Investment Ventures Fund family: 10 vehicles across 3 generations · adviser of record D/B/A The Davis Companies Or Davis · 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 161888 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a real estate fund
Auditor named on Form ADV: KPMG 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.
Item 3 changed on the Form D filed 2023-10-11: 2 related persons added and 1 removed against the filing of 2022-08-22; 10 now listed. The names are in the Terminal feed.
Jonathan G. Davis
Executive Officer · Boston, MA
Stephen G. Davis
Executive Officer · Boston, MA
Mark G. Smith
Executive Officer · Boston, MA
Quentin G. Reynolds
Executive Officer · Boston, MA
Steve G. Coyle
Executive Officer · Boston, MA
Robert G. Kubica
Executive Officer · Boston, MA
Cappy G. Daume
Executive Officer · Boston, MA
Michael G. Cantalupa
Executive Officer · Boston, MA
Josh G. Israel
Executive Officer · Boston, MA
Leslie G. Cohen
Executive Officer · Boston, MA
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.
Park Madison Partners LLCCRD 140016 on BrokerCheck
Port Washington, NY · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Kipling Capital, Inc.CRD 41196 on BrokerCheck
Mill Valley, CA · Soliciting in AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Questions About Davis Investment Ventures 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 Davis Investment Ventures Fund V, L.P.?
Davis Investment Ventures Fund V, L.P. is a Delaware limited partnership that filed a Form D with the SEC on October 11, 2023 as a other investment fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1) for an offering of pooled investment fund interests.
Is Davis Investment Ventures Fund V, L.P. legit?
AltStreet does not rate legitimacy; it reports the public record. Davis Investment Ventures Fund V, L.P. filed a Form D with the SEC on October 11, 2023 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. The newest notice reports $16,750,000 sold to 42 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 Davis Investment Ventures 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 Davis Investment Ventures Fund V, L.P. 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 Davis Investment Ventures Fund V, L.P. raised?
Davis Investment Ventures Fund V, L.P. reported $16,750,000 sold from 42 investors in an offering of indefinite size as of the Form D filed October 11, 2023.
Who can invest in Davis Investment Ventures 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 filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in Davis Investment Ventures Fund V, L.P.?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling Davis Investment Ventures Fund V, L.P. and how are they paid?
The Form D names Park Madison Partners LLC (CRD 140016); Kipling Capital, Inc. (CRD 41196) as recipients of sales compensation soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV.
Who is behind Davis Investment Ventures Fund V, L.P.?
The Form D lists 10 related persons: Jonathan G. Davis, executive officer; Stephen G. Davis, executive officer; Mark G. Smith, executive officer; Quentin G. Reynolds, executive officer; Steve G. Coyle, executive officer; Robert G. Kubica, executive officer; Cappy G. Daume, executive officer; Michael G. Cantalupa, executive officer, and 2 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Davis Investment Ventures Fund V, L.P. located?
The issuer's address on its SEC filings is 125 High Street, Suite 2111, Boston, MA 02110. Its phone number of record is 617-451-1300. It is organized under the laws of Delaware.
How long is the Davis Investment Ventures 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; 1 amendment is on record for this CIK.
How large is Davis Investment Ventures Fund V, L.P.?
The issuer declined to disclose its net asset value 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.