0001624438-15-000002.txt : 20151120 0001624438-15-000002.hdr.sgml : 20151120 20151120160459 ACCESSION NUMBER: 0001624438-15-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20151120 DATE AS OF CHANGE: 20151120 EFFECTIVENESS DATE: 20151120 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Caltius Partners V, LP CENTRAL INDEX KEY: 0001624438 IRS NUMBER: 471972677 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-228883 FILM NUMBER: 151246670 BUSINESS ADDRESS: STREET 1: 11766 WILSHIRE BOULEVARD, SUITE 850 CITY: LOS ANGELES STATE: CA ZIP: 90025 BUSINESS PHONE: 310-996-9566 MAIL ADDRESS: STREET 1: 11766 WILSHIRE BOULEVARD, SUITE 850 CITY: LOS ANGELES STATE: CA ZIP: 90025 D/A 1 primary_doc.xml X0707 D/A LIVE 0001624438 Caltius Partners V, LP 11766 Wilshire Boulevard, Suite 850 c/o Caltius Capital Management Los Angeles CA CALIFORNIA 90025 310-996-9566 DELAWARE None None Limited Partnership true 2014 James B. Upchurch 11766 Wilshire Boulevard, Suite 850 Los Angeles CA CALIFORNIA 90025 Executive Officer Executive officer of the general partner of the general partner of the Issuer Gregory J. Howorth 11766 Wilshire Boulevard, Suite 850 Los Angeles CA CALIFORNIA 90025 Executive Officer Michael A. Kane 11766 Wilshire Boulevard, Suite 850 Los Angeles CA CALIFORNIA 90025 Executive Officer Alisa G. Frederick 11766 Wilshire Boulevard, Suite 850 Los Angeles CA CALIFORNIA 90025 Executive Officer Pooled Investment Fund Private Equity Fund false Decline to Disclose 06b 3C 3C.7 true 0001625822-14-000003 2014-12-01 false true true false 0 FBR Capital Markets & Co. 25027 None None 1300 N 17TH STREET SUITE 1400 ARLINGTON VA VIRGINIA 22209 All States false 500000000 112017000 387983000 Total Offering Amount includes amounts in respect of affiliated and parallel mezzanine investment funds. The GP of the Issuer reserves the right to offer a greater or lesser amount of interests as may be set forth in the Issuer's offering materials. false 7 0 true 0 true Agent earns fees based on a schedule relating to commitments. All such fees are offset against the management fees payable by Issuer or are paid by the Issuer's GP. 0 true The general partner is entitled to a performance allocation and a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials. false Caltius Partners V, LP James B. Upchurch James B. Upchurch Managing Member, UGPM V, LLC 2015-11-19