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RIA / WealthPrivate fundprivate equity fund3(c)(1)3(c)(7)

PBC V PRINCIPALS FUND LP

advised by PALM BEACH CAPITAL MANAGEMENT III, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2962e13a-c6da-b331-2c04-ccde6f2b4f31

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2022 to Mar 28, 2024
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

PBC V Principals Fund LP

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: PALM BEACH CAPITAL MANAGEMENT III, LLCCRD 159611
Fund type: Private Equity Fund
Latest reported GAV: $14.6Mgross asset value on Schedule D 7.B(1), as of 2024-03-28; never fund size
Peak reported GAV: $14.6M
Beneficial owners: 5
Minimum investment: $10,000
Owned by the adviser: 10000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 31, 2022
Last reported: Mar 28, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-4975875011

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 28, 2024	$14.6M	5	$10,000	10000.0%	yes	PBC V PRINCIPALS FUND LP
Mar 29, 2023	$13.8M	5	$10,000	10000.0%	yes	PBC V PRINCIPALS FUND LP
Mar 31, 2022	$5.7M	5	$10,000	10000.0%	yes	PBC V PRINCIPALS FUND LP

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
CANADIAN IMPERIAL BANK OF COMMERCE, CIBC	CANADIAN IMPERIAL BANK OF COMMERCE, CIBC	Chicago	Illinois	United States	no	n/a

Relationships

Advises (1)

← PALM BEACH CAPITAL MANAGEMENT III, LLCRegistered adviserPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2962e13a-c6da-b331-2c04-ccde6f2b4f31
First observed: Mar 31, 2022
Last observed: Mar 28, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PBC V PRINCIPALS FUND LP

advised by PALM BEACH CAPITAL MANAGEMENT III, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2962e13a-c6da-b331-2c04-ccde6f2b4f31

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 28, 2024

$14.6M

$10,000

10000.0%

yes

PBC V PRINCIPALS FUND LP

Mar 29, 2023

$13.8M

$10,000

10000.0%

yes

PBC V PRINCIPALS FUND LP

Mar 31, 2022

$5.7M

$10,000

10000.0%

yes

PBC V PRINCIPALS FUND LP

Custodian

Legal name

City

State

Country

Related person

SEC number

CANADIAN IMPERIAL BANK OF COMMERCE, CIBC

Chicago

Illinois

United States

n/a