DFX Intelligence

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RIA / WealthPrivate fundprivate equity fund3(c)(7)dropped

WHITNEY V, L.P.

advised by J.H. WHITNEY CAPITAL PARTNERS, 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:a449fe93-388f-eaaa-b6b3-bf960172707b

Data as of Mar 28, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 21, 2012 to Mar 28, 2013
2 observations

Across DFX

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

Private Equityidentity

Whitney V, L.P.

Private equity fund · shared adv fund id

Facts

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

Adviser: J.H. WHITNEY CAPITAL PARTNERS, LLCCRD 160547
Fund type: Private Equity Fund
Latest reported GAV: $7.3Mgross asset value on Schedule D 7.B(1), as of 2013-03-28; never fund size
Peak reported GAV: $147M
Beneficial owners: 87
Minimum investment: $5.0M
Owned by the adviser: 300%
Owned by funds of funds: 1600%
Owned by non-US persons: 1000%
Clients solicited: no
Form D file number: 021-9999999999an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Feb 21, 2012
Last reported: Mar 28, 2013fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-4491225907

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, 2013	$7.3M	87	$5.0M	300.0%	yes	WHITNEY V, L.P.
Feb 21, 2012	$147M	87	$5.0M	300.0%	yes	WHITNEY V, L.P.

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
JPMORGAN CHASE BANK NA, NEW YORK, NY	JPMORGAN CHASE BANK NA, NEW YORK, NY	Newark	Delaware	United States	no	n/a
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	NEW YORK	New York	United States	no	8-7221

Relationships

Advises (1)

← J.H. WHITNEY CAPITAL PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA, no longer reported
Feb 21, 2012 to Mar 28, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a449fe93-388f-eaaa-b6b3-bf960172707b
First observed: Feb 21, 2012
Last observed: Mar 28, 2013 164 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.

WHITNEY V, L.P.

advised by J.H. WHITNEY CAPITAL PARTNERS, 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:a449fe93-388f-eaaa-b6b3-bf960172707b

Data as of Mar 28, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:17 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 28, 2013

$7.3M

$5.0M

300.0%

yes

WHITNEY V, L.P.

Feb 21, 2012

$147M

$5.0M

300.0%

yes

WHITNEY V, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

JPMORGAN CHASE BANK NA, NEW YORK, NY

Newark

Delaware

United States

n/a

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK

New York

United States

8-7221