0001625822-14-000004.txt : 20141121 0001625822-14-000004.hdr.sgml : 20141121 20141121171329 ACCESSION NUMBER: 0001625822-14-000004 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(1) FILED AS OF DATE: 20141121 DATE AS OF CHANGE: 20141121 EFFECTIVENESS DATE: 20141121 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Caltius Partners Executive V, LP CENTRAL INDEX KEY: 0001624442 IRS NUMBER: 471990240 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-228887 FILM NUMBER: 141243800 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 1 primary_doc.xml X0707 D LIVE 0001624442 Caltius Partners Executive 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.1 false true false true true false 0 10000000 0 10000000 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 0 0 0 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 Executive V, LP James B. Upchurch James B. Upchurch Managing Member, UGPM V, LLC 2014-11-03