POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC
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
$25,000
What this filing shows
·Every sentence is a value as filed on SEC Form D
POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC is a Delaware limited liability company that filed a Form D with the SEC on December 16, 2024, describing itself as a private equity fund. The offering claims Rule 506(b) and covers equity. POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC reported that the first sale had not yet occurred as of the Form D filed December 16, 2024, so no amount sold or investor count is on file. The total offering amount is listed as indefinite. 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 reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates. The issuer's address of record is 3444 Main Highway, 2nd Floor, Miami, FL 33133.
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.
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
POWELL INVESTMENT PARTNERS POWELL INVESTMENT PARTNERS6 vehicles · 6 generations · since 2023 · $40.8M sold across the family
This issuer is in Fund V · Fund IV had sold $6.8M at the same age (22 months from first filing)
| Vehicle | Role | First filed | Status | Sold | Investors |
|---|---|---|---|---|---|
| Fund VII · first filed 2026-10-01 · 1 vehicle | |||||
| POWELL INVESTMENT PARTNERS - POWELL INVESTMENT PARTNERS SERIES VII LLC | 2026-10-01 | pre sale | $0 | 0 | |
| Fund V · first filed 2024-12-16 · 1 vehicle | |||||
| POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLCthis issuer | 2024-12-16 | pre sale | $0 | 0 | |
| Fund IV · first filed 2024-05-30 · 1 vehicle · $6.8M sold · 25 investors | |||||
| POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES IV LLC | 2024-05-30 | lapsed | $6.8M | 25 | |
| Fund III · first filed 2023-12-06 · 1 vehicle · $12.4M sold · 30 investors | |||||
| POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES III LLC | 2023-12-06 | lapsed | $12.4M | 30 | |
| Fund II · first filed 2023-08-14 · 1 vehicle · $5.7M sold · 22 investors | |||||
| POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES II LLC | 2023-08-14 | lapsed | $5.7M | 22 | |
| Fund I · first filed 2023-05-08 · 1 vehicle · $15.8M sold · 32 investors | |||||
| POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES I LLC | 2023-05-08 | lapsed | $15.8M | 32 | |
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
1
latest Dec 16, 2024
Critical / warning
0 / 0
0 watch · 1 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
pre_sale
Latest event New filer · Dec 16, 2024
SEC.govInvestor
- 1 filing event with values and deltas, latest 2024-12-16, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
JESSE WACHS
Executive Officer · MIAMI, FL
TODD GROSS
Executive Officer · MIAMI, FL
Questions About POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES 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 POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC?
POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC is a Delaware limited liability company that filed a Form D with the SEC on December 16, 2024 as a private equity fund. The filing claims Rule 506(b) for an offering of equity.
Is POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC legit?
AltStreet does not rate legitimacy; it reports the public record. POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC filed a Form D with the SEC on December 16, 2024 claiming Rule 506(b). 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 POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES 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 POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC claimed Rule 506(b) 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 POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC raised?
POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC reported that the first sale had not yet occurred as of the Form D filed December 16, 2024, so no amount sold or investor count is on file. The total offering amount is listed as indefinite.
Who can invest in POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES 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. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.
What is the minimum investment in POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC?
The Form D lists $25,000 as the minimum investment accepted from any outside investor as of December 16, 2024. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES 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. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.
Who is behind POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC?
The Form D lists 2 related persons: JESSE WACHS, executive officer; TODD GROSS, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC located?
The issuer's address on its SEC filings is 3444 Main Highway, 2nd Floor, Miami, FL 33133. Its phone number of record is 7864703480. It is organized under the laws of Delaware.
How long is the POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES 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 POWELL INVESTMENT PARTNERS LLC - POWELL INVESTMENT PARTNERS SERIES V LLC?
The Form D reports a revenue range of No Revenues.
Is this your offering?
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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.