0001507943-23-000022.txt : 20230316 0001507943-23-000022.hdr.sgml : 20230316 20230316110003 ACCESSION NUMBER: 0001507943-23-000022 CONFORMED SUBMISSION TYPE: D 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: 20230316 DATE AS OF CHANGE: 20230316 EFFECTIVENESS DATE: 20230316 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Performance Direct Investments V, L.P. CENTRAL INDEX KEY: 0001933513 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-476048 FILM NUMBER: 23737684 BUSINESS ADDRESS: STREET 1: 5 GREENWICH OFFICE PARK, THIRD FLOOR CITY: GREENWICH STATE: CT ZIP: 06831 BUSINESS PHONE: 230-742-2400 MAIL ADDRESS: STREET 1: 5 GREENWICH OFFICE PARK, THIRD FLOOR CITY: GREENWICH STATE: CT ZIP: 06831 D 1 primary_doc.xml X0708 D LIVE 0001933513 Performance Direct Investments V, L.P. 5 GREENWICH OFFICE PARK, THIRD FLOOR GREENWICH CT CONNECTICUT 06831 230-742-2400 DELAWARE None None Limited Partnership true 2022 N/A Performance Direct Investments V GP, LLC 5 Greenwich Office Park, Third Floor Greenwich CT CONNECTICUT 06831 Promoter General Partner of the Issuer N/A Performance Equity Management, LLC 5 Greenwich Office Park, Third Floor Greenwich CT CONNECTICUT 06831 Promoter Manager of the Issuer (the "Manager") Jeffrey Barman 5 Greenwich Office Park, Third Floor Greenwich CT CONNECTICUT 06831 Executive Officer Chief Investment Officer of the Manager Frank Brenninkmeyer 5 Greenwich Office Park, Third Floor Greenwich CT CONNECTICUT 06831 Director Managing Director of the Manager John Clark 5 Greenwich Office Park, Third Floor Greenwich CT CONNECTICUT 06831 Executive Officer President of the Manager Jon W. DeKlerk 5 Greenwich Office Park, Third Floor Greenwich CT CONNECTICUT 06831 Executive Officer Chief Operating Officer and Chief Compliance Officer of the Manager Marcia Haydel 5 Greenwich Office Park, Third Floor Greenwich CT CONNECTICUT 06831 Director Managing Director of the Manager Jeffrey A. Reals 5 Greenwich Office Park, Third Floor Greenwich CT CONNECTICUT 06831 Director Managing Director of the Manager S. Lawrence Rusoff 5 Greenwich Office Park, Third Floor Greenwich CT CONNECTICUT 06831 Director Managing Director of the Manager James S. Tybur 5 Greenwich Office Park, Third Floor Greenwich CT CONNECTICUT 06831 Director Managing Director of the Manager Christopher Millin 5 Greenwich Office Park, Third Floor Greenwich CT CONNECTICUT 06831 Executive Officer Chief Financial Officer of the Manager Pooled Investment Fund Private Equity Fund false Decline to Disclose 06b 3C 3C.7 false 2022-12-15 true true false 0 Equus Financial Consulting LLC 131449 None None 78 Pine Street, Suite 101 New Canaan CT CONNECTICUT 06840 All States false Verity Capital Management Limited None None None 2 Village Court Aldgate C3 AUSTRALIA 5154 true Gallatin Capital LLC 124738 None None 444 Madison Avenue, 29th Floor New York NY NEW YORK 10022 All States false Bradley Woods & Co. Ltd. 13660 None None 805 Third Avenue 18th Floor New York NY NEW YORK 10022 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE FL FLORIDA GA GEORGIA IL ILLINOIS MD MARYLAND MI MICHIGAN MN MINNESOTA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON PA PENNSYLVANIA TX TEXAS VA VIRGINIA WA WASHINGTON WI WISCONSIN false Forum Capital Securities LLC 113855 None None 140 East 45th Street 40th Floor New York NY NEW YORK 10017 AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA IL ILLINOIS IN INDIANA MA MASSACHUSETTS MN MINNESOTA NV NEVADA NY NEW YORK PA PENNSYLVANIA TX TEXAS VT VERMONT VA VIRGINIA WY WYOMING false Indefinite 53383838 Indefinite false 15 50000 0 0 The Issuer will pay the General Partner an annual management fee, payable quarterly in advance, as outlined in the Issuer's offering material. false Performance Direct Investments V, L.P. /s/ Jon DeKlerk Jon DeKlerk CCO/COO of the Manager 2023-01-12