HoldCo Opportunities 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
$1.0B
Investors
33
Min Invest
$100,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
HoldCo Opportunities Fund V, L.P. is a Delaware limited partnership that filed a Form D with the SEC on December 27, 2023, describing itself as a hedge fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(7) and covers pooled investment fund interests. HoldCo Opportunities Fund V, L.P. reported $1,027,100,000 sold from 33 investors of a $1,027,100,000 total offering as of the Form D filed December 27, 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)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. 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 515 E. Las Olas Boulevard, Suite 1010, Fort Lauderdale, FL 33301.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
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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
closed
Fund family Part of the HoldCo Opportunities Fund family: 3 vehicles across 3 generations · adviser of record Holdco Asset Management, LP · 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
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Adviser of Record (Form ADV)
CRD 167054 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a hedge 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.
VM GP X LLC
Executive Officer, Promoter · Fort Lauderdale, FL
"General Partner of the Issuer (the ""General Partner"")"
HoldCo Asset Management, LP
Promoter · Fort Lauderdale, FL
"Investment Manager of the Issuer (the ""Investment Manager"")"
Vikaran Ghei
Executive Officer · Fort Lauderdale, FL
Member of the General Partner and Principal of the Investment Manager
Michael Zaitzeff
Executive Officer · Fort Lauderdale, FL
Member of the General Partner and Principal of the Investment Manager
Questions About HoldCo Opportunities 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 HoldCo Opportunities Fund V, L.P.?
HoldCo Opportunities Fund V, L.P. is a Delaware limited partnership that filed a Form D with the SEC on December 27, 2023 as a hedge fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests.
Is HoldCo Opportunities Fund V, L.P. legit?
AltStreet does not rate legitimacy; it reports the public record. HoldCo Opportunities Fund V, L.P. filed a Form D with the SEC on December 27, 2023 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $1,027,100,000 sold to 33 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 HoldCo Opportunities 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 HoldCo Opportunities Fund V, L.P. claimed Rule 506(b), Section 3(c), 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 HoldCo Opportunities Fund V, L.P. raised?
HoldCo Opportunities Fund V, L.P. reported $1,027,100,000 sold from 33 investors of a $1,027,100,000 total offering as of the Form D filed December 27, 2023.
Who can invest in HoldCo Opportunities 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)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000.
What is the minimum investment in HoldCo Opportunities Fund V, L.P.?
The Form D lists $100,000 as the minimum investment accepted from any outside investor as of December 27, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling HoldCo Opportunities Fund V, L.P. 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 HoldCo Opportunities Fund V, L.P.?
The Form D lists 4 related persons: VM GP X LLC, executive officer, promoter ("General Partner of the Issuer (the ""General Partner"")"); HoldCo Asset Management, LP, promoter ("Investment Manager of the Issuer (the ""Investment Manager"")"); Vikaran Ghei, executive officer (Member of the General Partner and Principal of the Investment Manager); Michael Zaitzeff, executive officer (Member of the General Partner and Principal of the Investment Manager). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is HoldCo Opportunities Fund V, L.P. located?
The issuer's address on its SEC filings is 515 E. Las Olas Boulevard, Suite 1010, Fort Lauderdale, FL 33301. Its phone number of record is 954-433-6860. It is organized under the laws of Delaware.
How long is the HoldCo Opportunities Fund V, L.P. 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, and no amendment is on record yet.
How large is HoldCo Opportunities 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.