DFX Intelligence

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RIA / WealthPrivate fundprivate equity fund3(c)(1)fund of fundsdropped

MORGAN INVESTORS V

advised by JESS S. MORGAN & COMPANY., INC.

California, 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:dadb7bf2-33b9-c8db-bd3f-0a06adc20864

Data as of Jun 20, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 8, 2016 to Jun 20, 2018
4 observations

Across DFX

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

Private Equityidentity

Morgan Investors V

Private equity fund · shared adv fund id

Facts

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

Adviser: JESS S. MORGAN & COMPANY., INC.CRD 110816
Fund type: Private Equity Fund
Latest reported GAV: $20,170gross asset value on Schedule D 7.B(1), as of 2018-06-20; never fund size
Peak reported GAV: $130,207
Beneficial owners: 44
Minimum investment: $25,250
Owned by the adviser: 600%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Form D file number: 021-1011341an 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: California, United States
First reported: Mar 8, 2016
Last reported: Jun 20, 2018fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 4
Fund id: 805-3105489424

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
Jun 20, 2018	$20,170	44	$25,250	600.0%	no	MORGAN INVESTORS V
May 23, 2017	$101,160	44	$25,250	600.0%	no	MORGAN INVESTORS V
Jun 15, 2016	$85,045	44	$25,250	700.0%	no	MORGAN INVESTORS V
Mar 8, 2016	$130,207	44	$25,250	700.0%	no	MORGAN INVESTORS V

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
MILLENNIUM TRUST COMPANY	MILLENNIUM TRUST COMPANY	OAK BROOK	Illinois	United States	no	n/a

Relationships

Advises (1)

← JESS S. MORGAN & COMPANY., INC.Registered adviserPrivate Equity Fund, IA, no longer reported
Mar 8, 2016 to Jun 20, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dadb7bf2-33b9-c8db-bd3f-0a06adc20864
First observed: Mar 8, 2016
Last observed: Jun 20, 2018 100 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.

MORGAN INVESTORS V

advised by JESS S. MORGAN & COMPANY., INC.

California, 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:dadb7bf2-33b9-c8db-bd3f-0a06adc20864

Data as of Jun 20, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:41 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jun 20, 2018

$20,170

$25,250

600.0%

MORGAN INVESTORS V

May 23, 2017

$101,160

$25,250

600.0%

MORGAN INVESTORS V

Jun 15, 2016

$85,045

$25,250

700.0%

MORGAN INVESTORS V

Mar 8, 2016

$130,207

$25,250

700.0%

MORGAN INVESTORS V

Custodian

Legal name

City

State

Country

Related person

SEC number

MILLENNIUM TRUST COMPANY

OAK BROOK

Illinois

United States

n/a