PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Mason Wells Buyout Fund V, LP

Private Equity FundFund ID 805-5818699923Delaware, United States
Gross assets
$593.2M
Min. investment
$5M
Beneficial owners
101
Size rank
Top 13%
Audited
Yes
Structure
Standalone

About this fund

Mason Wells Buyout Fund V, LP is a private equity fund managed by Mason Wells, Inc.. The fund reports $593.2 million in gross assets, placing it among the top 13% 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 ID805-5818699923
Fund typePrivate Equity 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
Mason Wells Buyout Fund IV, LPPrivate Equity$760.7M
Mw Buyout Executive Fund IV, LLCPrivate Equity$36.6M
Mw Buyout Executive Fund V, LLCPrivate Equity$29.7M

Frequently asked questions

How large is Mason Wells Buyout Fund V, LP?

Mason Wells Buyout Fund V, LP reports $593.2 million in gross assets, among the top 13% of private funds by size.

What is the minimum investment for Mason Wells Buyout Fund V, LP?

The stated minimum investment is $5 million.

Who manages Mason Wells Buyout Fund V, LP?

Mason Wells Buyout Fund V, LP is managed by Mason Wells, Inc.

Does Mason Wells Buyout Fund V, LP disclose returns?

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

Manager

M
Milwaukee, WI

Service providers

Prime broker
None reported
Custodian
Auditor
Marketer

Reported gross assets

$593.2M▼ 10%
Mar '25 — $657.9MApr '25 — $657.9MMay '25 — $657.9MJun '25 — $657.9MJul '25 — $657.9MAug '25 — $657.9MSep '25 — $657.9MOct '25 — $657.9MNov '25 — $657.9MDec '25 — $657.9MJan '26 — $657.9MFeb '26 — $657.9MMar '26 — $593.2MApr '26 — $593.2MMay '26 — $593.2MJun '26 — $593.2M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 13%
Larger than 87% of 67,041 private funds
Gross assets vs Private Equity FundsTop 11%
Larger than 89% of 31,066 private equity funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum

Investor base

Adviser & related persons1%
Funds of funds33%
Non-U.S. persons5%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.