Fund family · SEC Form D record

Mason Wells Buyout Fund funds

Mason Wells Buyout Fund has 2 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2020 to 2026. The newest is Mason Wells Buyout Fund VI, LP, first filed Oct 13, 2026. The adviser of record on Form ADV Schedule D is Mason Wells, INC..

Vehicles
2
Numbered generations
2
First filing
2020
Latest filing
Oct 13, 2026

Adviser of record (Form ADV Schedule D) Mason Wells, INC. (CRD 173069)

Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.

Fund VI

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Mason Wells Buyout Fund VI, LPCIK 2157011Sold the stated amountEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund V

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Mason Wells Buyout Fund V, LPCIK 1809145First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Mason Wells Buyout Fund funds

How many Mason Wells Buyout Fund funds are there?
The SEC Form D record shows 2 vehicles in 2 numbered generations, the earliest filed Apr 29, 2020 and the latest filing on Oct 13, 2026. By generation: Fund VI (Mason Wells Buyout Fund VI, LP, first filed Oct 13, 2026); Fund V (Mason Wells Buyout Fund V, LP, first filed Apr 29, 2020).
What is the latest Mason Wells Buyout Fund fund?
Mason Wells Buyout Fund VI, LP, which first filed a Form D on Oct 13, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Mason Wells Buyout Fund funds?
Mason Wells, INC. (RIA, CRD 173069), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
How much have the Mason Wells Buyout Fund funds raised?
Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
How does AltStreet group these funds into a family?
By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.