0001796643-22-000003.txt : 20220222 0001796643-22-000003.hdr.sgml : 20220222 20220222162702 ACCESSION NUMBER: 0001796643-22-000003 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20220222 DATE AS OF CHANGE: 20220222 EFFECTIVENESS DATE: 20220222 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TEI Diversified Income & Opportunity Fund V LLC CENTRAL INDEX KEY: 0001796643 IRS NUMBER: 843774258 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-357209 FILM NUMBER: 22658462 BUSINESS ADDRESS: STREET 1: 55 FIFTH AVENUE STREET 2: 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10003 BUSINESS PHONE: 212-206-6011 MAIL ADDRESS: STREET 1: 55 FIFTH AVENUE STREET 2: 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10003 D/A 1 primary_doc.xml X0708 D/A LIVE 0001796643 TEI Diversified Income & Opportunity Fund V LLC 55 FIFTH AVENUE 15TH FLOOR NEW YORK NY NEW YORK 10003 212-206-6011 DELAWARE None None Limited Liability Company true 2019 Francis Greenburger c/o Time Equities, Inc. - 55 Fifth Ave. 15th Floor New York NY NEW YORK 10003 Executive Officer Robert Kantor c/o Time Equities, Inc. - 55 Fifth Ave. 15th Floor New York NY NEW YORK 10003 Executive Officer Commercial $25,000,001 - $100,000,000 06b true 0001796643-20-000002 2020-02-18 true true false 50000 Time Equities Securities LLC 114422 None None 55 Fifth Avenue 15th Floor New York NY NEW YORK 10003 CA CALIFORNIA FL FLORIDA MA MASSACHUSETTS NJ NEW JERSEY NY NEW YORK PA PENNSYLVANIA TX TEXAS WA WASHINGTON false Arete Wealth Management LLC 44856 None None 1115 W Fulton Market, 3rd Fl Chicago IL ILLINOIS 60607 AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON SD SOUTH DAKOTA TN TENNESSEE TX TEXAS VA VIRGINIA WA WASHINGTON WI WISCONSIN WY WYOMING false Center Street Securities Inc 26898 None None 2 International Plaza Ste 301 Nashville TN TENNESSEE 37217 AZ ARIZONA CA CALIFORNIA false Moloney Securities Co Inc 38535 None None 13537 Barrett Parkway Drive, Ste 300 Manchester MO MISSOURI 63021 CO COLORADO NY NEW YORK false Crown Capital Securities 6312 None None 725 Town and Country Road, Suite 530 Orange CA CALIFORNIA 92868 CA CALIFORNIA CO COLORADO FL FLORIDA false US Private Wealth LLC(RIA) 167288 None None 5602 PGA Blvd, Suite 205B Palm Beach Gardens FL FLORIDA 33418 IN INDIANA false AEGIS Capital Corp 15007 None None 810 7th Ave, 18th Floor New York NY NEW YORK 10019 GA GEORGIA false Paulson Investment Company LLC 5670 None None 5335 Meadows Rd, Ste 465 Lake Oswego OR OREGON 97035 NY NEW YORK false DFPG Investments LLC 155576 None None 9017 S Riverside Dr Ste 210 Sandy UT UTAH 84070 AL ALABAMA CA CALIFORNIA CO COLORADO CT CONNECTICUT LA LOUISIANA MO MISSOURI NH NEW HAMPSHIRE NY NEW YORK NC NORTH CAROLINA OK OKLAHOMA TX TEXAS UT UTAH false Nationwide Planning Associates Inc 31029 None None 115 West Century Rd Ste 360 Paramus NJ NEW JERSEY 07652 CA CALIFORNIA MA MASSACHUSETTS NJ NEW JERSEY NY NEW YORK false Berthel Fisher & Company Financial Services Inc 13609 None None 4201 42nd St NE, Ste 100 Cedar Rapids IA IOWA 52402 CO COLORADO MN MINNESOTA NE NEBRASKA false Concorde Investment Services LLC 151604 None None 19500 Victor Parkway, Ste 550 Livonia MI MICHIGAN 48152 FL FLORIDA MO MISSOURI ND NORTH DAKOTA UT UTAH VA VIRGINIA WA WASHINGTON false M H Leblang Inc 2535 None None 6900 S 900 E Suite 200 Midvale UT UTAH 84047 ID IDAHO NV NEVADA NY NEW YORK TN TENNESSEE UT UTAH WY WYOMING false Accretive Wealth 164341 None None 12657 Alcosta Blvd, Suite 150 San Ramon CA CALIFORNIA 94583 CA CALIFORNIA NY NEW YORK false Stax Capital 300607 None None PO Box 7182 Rancho Santa Fe CA CALIFORNIA 92067 CA CALIFORNIA NV NEVADA WA WASHINGTON false Sunbelt Securities Inc 42180 None None 2700 Post Oak Blvd Suite 1700 Houston TX TEXAS 77056 OR OREGON TX TEXAS false Claraphi Advisory Network 165868 None None 120 Vantis Drive Aliso Viejo CA CALIFORNIA 92656 CA CALIFORNIA SC SOUTH CAROLINA TN TENNESSEE UT UTAH false Whitehall-Parker Securities Inc 10608 None None 117 Paul Drive Ste B San Rafael CA CALIFORNIA 94903 CA CALIFORNIA false Maxim Group 120708 None None 405 Lexington Ave New York NY NEW YORK 10174 MA MASSACHUSETTS TX TEXAS false TSA Portfolio Management Inc(RIA) 106440 None None 725 Glen Cove Ave Glen Head NY NEW YORK 11545 DE DELAWARE IL ILLINOIS MD MARYLAND MI MICHIGAN NJ NEW JERSEY NY NEW YORK TX TEXAS VA VIRGINIA false Cabot Lodge Securities 159712 None None 200 Vesey Street, 24th Floor New York NY NEW YORK 10281 CA CALIFORNIA false Wealthforge Securities 152550 None None 3015 W Moore St, Suite 102 Richmond VA VIRGINIA 23230 NY NEW YORK false Cubed Systems 174967 None None 2620 Mason Ave Las Vegas NV NEVADA 89102 CA CALIFORNIA NV NEVADA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA false Silicon Valley Wealth Management Solutions (RIA) 159702 None None 6050 Hellyer Ave Ste 150 San Jose CA CALIFORNIA 95138 CA CALIFORNIA false Dempsey Lord Smith 141238 None None 901 N Broad St, Suite 400 Rome GA GEORGIA 30161 GA GEORGIA false IBN Financial Services INC 42360 None None 404 Old Liverpool Road Liverpool NY NEW YORK 13088 CA CALIFORNIA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OR OREGON SC SOUTH CAROLINA TX TEXAS WA WASHINGTON false Great Point Capital LLC 33794 None None 200 West Jackson Blvd, Suite 1000 Chicago IL ILLINOIS 60606 IL ILLINOIS false Emerson Equity LLC 130032 None None 155 Bovet Rd, Suite 725 San Mateo CA CALIFORNIA 94402 CA CALIFORNIA CT CONNECTICUT FL FLORIDA ME MAINE MA MASSACHUSETTS NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK TX TEXAS VA VIRGINIA false Halliday Financial LLC 31741 None None 725 Glen Cove Ave Glen Head NY NEW YORK 11545 NY NEW YORK TX TEXAS false AGP / Alliance Global Partners 8361 None None 88 Post Rd West, 2nd Floor Westport CT CONNECTICUT 06880 CA CALIFORNIA NV NEVADA NY NEW YORK false Vestech Securities Inc 41409 None None 11477 Olde Cabin Rd, Ste 310 St Louis MO MISSOURI 63141 TX TEXAS false Atomi Financial Advisors 171787 None None 20 Executive Parks, Ste 120 Irvine CA CALIFORNIA 92614 CA CALIFORNIA GA GEORGIA false McNally Financial Services Corporation 121196 None None 164114 San Pedro, Suite 930 San Antonio TX TEXAS 78232 TX TEXAS false MJP Wealth Advisors 127654 None None 790 Farmington Ave, Bldg 3E Farmington CT CONNECTICUT 06032 CT CONNECTICUT RI RHODE ISLAND false DAI Securities 36673 None None 2200 Century Parkway NE, Suite 435 Atlanta GA GEORGIA 30345 MN MINNESOTA false D H Hill Securities LLLP 41528 None None 1543 Green Oak Place, Ste 100 Kingwood TX TEXAS 77339 TX TEXAS false 63657087 63657087 0 false 466 5438527 0 0 false TEI Diversified Income & Opportunity Fund V LLC Robert Kantor Robert Kantor Manager 2022-02-22