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Caltius Partners V (sbic), LP

Hedge FundFund ID 805-8327004189Delaware, United States
Gross assets
$245.6M
Min. investment
$2.5M
Beneficial owners
33
Size rank
Top 28%
Audited
Yes
Structure
Standalone

About this fund

Caltius Partners V (sbic), LP is a hedge fund managed by Caltius Capital Management, LP. The fund reports $245.6 million in gross assets, placing it among the top 28% of private funds by size. The stated minimum investment is $2.5 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 ID805-8327004189
Fund typeHedge Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Caltius Partners VI (sbic), LPHedge$253.2M
Caltius Equity Partners V, LPHedge$103.1M
Caltius Equity Partners III, LPPrivate Equity$100.8M
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Frequently asked questions

How large is Caltius Partners V (sbic), LP?

Caltius Partners V (sbic), LP reports $245.6 million in gross assets, among the top 28% of private funds by size.

What is the minimum investment for Caltius Partners V (sbic), LP?

The stated minimum investment is $2.5 million.

Who manages Caltius Partners V (sbic), LP?

Caltius Partners V (sbic), LP is managed by Caltius Capital Management, LP.

Does Caltius Partners V (sbic), 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
Marketer

Reported gross assets

$245.6M▲ 2%
Mar '25 — $241.6MApr '25 — $241.6MMay '25 — $241.6MJun '25 — $241.6MJul '25 — $241.6MAug '25 — $241.6MSep '25 — $241.6MOct '25 — $241.6MNov '25 — $241.6MDec '25 — $241.6MJan '26 — $241.6MFeb '26 — $241.6MMar '26 — $245.6MApr '26 — $245.6MMay '26 — $245.6MJun '26 — $245.6M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 28%
Larger than 72% of 67,041 private funds
Gross assets vs Hedge FundsTop 39%
Larger than 61% of 12,442 hedge funds
Minimum investmentTop 31%
Higher than 69% of funds reporting a minimum

Investor base

Adviser & related persons4%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.