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Caltius Equity Partners V, LP

Hedge FundFund ID 805-1282270780Delaware, United States
Gross assets
$103.1M
Min. investment
$5M
Beneficial owners
58
Size rank
Top 43%
Audited
Yes
Structure
Standalone

About this fund

Caltius Equity Partners V, LP is a hedge fund managed by Caltius Capital Management, LP. The fund reports $103.1 million in gross assets, placing it among the top 43% of private funds by size. The stated minimum investment is $5 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-1282270780
Fund typeHedge Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Caltius Partners VI (sbic), LPHedge$253.2M
Caltius Partners V (sbic), LPHedge$245.6M
Caltius Equity Partners III, LPPrivate Equity$100.8M
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Frequently asked questions

How large is Caltius Equity Partners V, LP?

Caltius Equity Partners V, LP reports $103.1 million in gross assets, among the top 43% of private funds by size.

What is the minimum investment for Caltius Equity Partners V, LP?

The stated minimum investment is $5 million.

Who manages Caltius Equity Partners V, LP?

Caltius Equity Partners V, LP is managed by Caltius Capital Management, LP.

Does Caltius Equity Partners V, LP disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Auditor

Reported gross assets

$103.1MNo change
Mar '26 — $103.1MApr '26 — $103.1MMay '26 — $103.1MJun '26 — $103.1M
Mar '26Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 43%
Larger than 57% of 67,041 private funds
Gross assets vs Hedge FundsTop 56%
Larger than 44% of 12,442 hedge funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum

Investor base

Adviser & related persons7%
Funds of funds5%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.