DFX Intelligence
Wingate Affiliates V, L.P.
As of · the latest observation of this vehicle; each figure below carries its own filing date
HarvestFundraising status unknownother manager vehicleADV: Private Equity FundOutside venture scope
A private equity fund outside venture scope, shown because its manager is on the venture graph.
As of · the latest observation of this vehicle; each figure below carries its own filing date
4 additional principals
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 365 days. Last change: 27 Mar 2024, Reported gross assets fell from $4.87M to $1.15M between the Form ADV filings of 31 Mar 2023 and 27 Mar 2024.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2013basis: adv first reported
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- indefinitewhat may be sold, not what was raised; file 021-198461, sworn by the adviser or filed under this vehicle
- Form D sold
- $0as of the filing of Jun 24, 2013
- First sale
- unknown
- Reported GAV
- $1.1Mon the Form ADV filed Mar 27, 2024; the fund's assets, never its size or dry powder
- Owners (ADV)
- 30
- Reported on ADV
- Jun 27, 2013 to Mar 27, 2024
Fundraising evidence
What counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.Unknown
latest Form D 2013-06-24, older than 15 months (fr-1)
evidence dated Jun 24, 2013.
Lifecycle
Harvest
Lifecycle
vintage over 7 years, still reported
age years: 13first sale: n/avintage year: 2013adv gav as of: Mar 27, 2024vintage basis: ADV first reportedform d sold: $0form d offering: n/aform d latest filed at: Jun 24, 2013
The fund's own reporting through time
16 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Jun 27, 2013 | Private Equity Fund | $0 | 0 | 0% | no | ||
| Mar 31, 2014 | Private Equity Fund | $9.1M | 29 | 52% | no | ||
| Mar 31, 2015 | Private Equity Fund | $9.0M | 29 | 52% | no | ||
| Mar 30, 2016 | Private Equity Fund | $7.5M | 29 | 52% | no | ||
| Mar 31, 2017 | Private Equity Fund | $7.4M | 29 | 52% | no | ||
| Jul 12, 2017 | Private Equity Fund | $7.4M | 29 | 52% | no | ||
| Mar 30, 2018 | Private Equity Fund | $7.4M | 29 | 52% | no | ||
| Sep 6, 2018 | Private Equity Fund | $7.4M | 29 | 52% | no | ||
| Mar 31, 2019 | Private Equity Fund | $5.2M | 29 | 52% | no | ||
| Mar 26, 2020 | Private Equity Fund | $2.4M | 29 | 52% | no | ||
| Mar 30, 2021 | Private Equity Fund | $6.9M | 30 | 39% | no | ||
| Mar 30, 2022 | Private Equity Fund | $4.9M | 30 | 39% | no | ||
| Jun 7, 2022 | Private Equity Fund | $3.9M | 30 | 39% | no | ||
| Dec 9, 2022 | Private Equity Fund | $3.9M | 30 | 39% | no | ||
| Mar 31, 2023 | Private Equity Fund | $4.9M | 30 | 39% | no | ||
| Mar 27, 2024 | Private Equity Fund | $1.1M | 30 | 39% | no |
Principals and agents
7 principals on Form D, 0 placement agents
- James a. Johnson Executive Officer/Director
- Bradley K. Brenneman Executive Officer/Director
- JAY I. Applebaum Executive Officer/Director
Service providers
1 named on Form ADV Schedule D and Form D
- CustodianTEXAS CAPITAL BANK, N.A. · DALLAS, Texas, United StatesForm ADV filed Mar 26, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performance
Whose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocators
What these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
2 events
Evidence
15 observations
Every observation on this vehicle
- Entity type: Limited Partnership Jun 24, 2013 Fact Form D
- Form D fund type: Private Equity Fund Jun 24, 2013 Fact Form D
- Form D industry group: Pooled Investment Fund Jun 24, 2013 Fact Form D
- Amendment: false Jun 24, 2013 Fact Form D
- Revenue range (Form D): Not Applicable Jun 24, 2013 Fact Form D
- Incorporated: withinFiveYears Jun 24, 2013 Fact Form D
- Jurisdiction: Delaware Jun 24, 2013 Fact Form D
- Amount sold (Form D): $0 Jun 24, 2013 Fact Form D
- Exemptions: 06, 3C, 3C.1 Jun 24, 2013 Fact Form D
- Indefinite offering: true Jun 24, 2013 Fact Form D
- Investors (Form D): 0 Jun 24, 2013 Fact Form D
- Minimum investment (Form D): 0 Jun 24, 2013 Fact Form D
- Securities offered: Equity, pooled Jun 24, 2013 Fact Form D
- Office address: Jun 24, 2013 Fact Form D
- Year of incorporation: 2013 Jun 24, 2013 Fact Form D
Relationships across DFX
on 2 other DFX graphs
Across the graphs
Wingate Affiliates V, L.P. is the same institution as 2 records in Private Equity and RIA and Wealth.
Private Equity1RIA and Wealth1
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Record history
2 dated events on the change ledger, latest event first
- Fund first reported on ADV2013-06-27source on record
- Form D filed2013-06-24source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.