0002067699-25-000001.txt : 20250512 0002067699-25-000001.hdr.sgml : 20250512 20250512144301 ACCESSION NUMBER: 0002067699-25-000001 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) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20250512 DATE AS OF CHANGE: 20250512 EFFECTIVENESS DATE: 20250512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Caltius Equity Partners V, LP CENTRAL INDEX KEY: 0002067699 ORGANIZATION NAME: EIN: 992614746 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-545771 FILM NUMBER: 25934235 BUSINESS ADDRESS: STREET 1: 11766 WILSHIRE BLVD STREET 2: #850 CITY: LOS ANGELES STATE: CA ZIP: 90025 BUSINESS PHONE: 310-996-9585 MAIL ADDRESS: STREET 1: 11766 WILSHIRE BLVD STREET 2: #850 CITY: LOS ANGELES STATE: CA ZIP: 90025 D 1 primary_doc.xml X0708 D LIVE 0002067699 Caltius Equity Partners V, LP 11766 WILSHIRE BLVD #850 LOS ANGELES CA CALIFORNIA 90025 310-996-9585 DELAWARE None None Limited Partnership true 2024 - GPE V, LP 11766 Wilshire Blvd. #850 Los Angeles CA CALIFORNIA 90025 Executive Officer General Partner - UGPE V, LLC 11766 Wilshire Blvd. #850 Los Angeles CA CALIFORNIA 90025 Executive Officer General Partner of the General Partner - Caltius Capital Management, LP 11766 Wilshire Blvd. #850 Los Angeles CA CALIFORNIA 90025 Executive Officer Management Company James Upchurch 11766 Wilshire Blvd. #850 Los Angeles CA CALIFORNIA 90025 Executive Officer President and CEO of the General Partner Garrick Ahn 11766 Wilshire Blvd. #850 Los Angeles CA CALIFORNIA 90025 Executive Officer Managing Director of the General Partner Michael Morgan 11766 Wilshire Blvd. #850 Los Angeles CA CALIFORNIA 90025 Executive Officer Managing Director of the General Partner Jeffrey Holdsberg 11766 Wilshire Blvd. #850 Los Angeles CA CALIFORNIA 90025 Executive Officer Managing Director of the General Partner Eric Wauthy 11766 Wilshire Blvd. #850 Los Angeles CA CALIFORNIA 90025 Executive Officer Chief Financial Officer of the General Partner Pooled Investment Fund Other Investment Fund false Decline to Disclose 06b 3C 3C.1 3C.7 false 2025-04-30 true true false 0 Indefinite 52925000 Indefinite false 35 0 true 0 true 0 true The management company will receive management fees in an amount based off of the amount of securities sold. false Caltius Equity Partners V, LP /s/ James B. Upchurch James B. Upchurch Manager of the GP of the GP 2025-05-12