0002123219-26-000001.txt : 20260714 0002123219-26-000001.hdr.sgml : 20260714 20260714171421 ACCESSION NUMBER: 0002123219-26-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(1) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20260714 DATE AS OF CHANGE: 20260714 EFFECTIVENESS DATE: 20260714 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heartwood Partners V, LP CENTRAL INDEX KEY: 0002123219 ORGANIZATION NAME: EIN: 332744281 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-590775 FILM NUMBER: 261175021 BUSINESS ADDRESS: STREET 1: 301 MERRITT 7 CITY: NORWALK STATE: CT ZIP: 06851 BUSINESS PHONE: (203) 625-0770 MAIL ADDRESS: STREET 1: 301 MERRITT 7 CITY: NORWALK STATE: CT ZIP: 06851 D 1 primary_doc.xml X0708 D LIVE 0002123219 Heartwood Partners V, LP 301 MERRITT 7 NORWALK CT CONNECTICUT 06851 (203) 625-0770 DELAWARE None None Limited Partnership true 2024 N/A HEARTWOOD PARTNERS V GP, LLC 301 MERRITT 7 NORWALK CT CONNECTICUT 06851 Executive Officer Promoter The Issuer's General Partner DEMETRIOS DOUNIS 301 MERRITT 7 NORWALK CT CONNECTICUT 06851 Executive Officer Managing Partner of Heartwood Partners V GP, LLC, the Issuer's General Partner N/A HEARTWOOD MANAGER V, LP 301 MERRITT 7 NORWALK CT CONNECTICUT 06851 Promoter The Issuer's Investment Adviser Pooled Investment Fund Private Equity Fund false Decline to Disclose 06b 3C 3C.1 3C.7 false true false true true false 0 HARRIS WILLIAMS LLC 113930 None None 1001 HAXALL POINT 9TH FLOOR RICHMOND VA VIRGINIA 23219 DE DELAWARE TX TEXAS FL FLORIDA NV NEVADA WA WASHINGTON NY NEW YORK SC SOUTH CAROLINA SD SOUTH DAKOTA WI WISCONSIN MA MASSACHUSETTS MD MARYLAND IA IOWA ME MAINE OH OHIO GA GEORGIA ID IDAHO MI MICHIGAN OK OKLAHOMA CA CALIFORNIA UT UTAH WV WEST VIRGINIA MN MINNESOTA MO MISSOURI WY WYOMING IL ILLINOIS OR OREGON IN INDIANA MS MISSISSIPPI MT MONTANA KS KANSAS AL ALABAMA VA VIRGINIA CO COLORADO KY KENTUCKY AR ARKANSAS CT CONNECTICUT PA PENNSYLVANIA LA LOUISIANA NC NORTH CAROLINA RI RHODE ISLAND AZ ARIZONA TN TENNESSEE NJ NEW JERSEY DC DISTRICT OF COLUMBIA NM NEW MEXICO false Indefinite 0 Indefinite false 0 0 true 0 true Placement agent fees are to be paid upon a fee schedule. Such fees are offset against the management fees payable by the Issuer. 0 true The general partner is entitled to a carried interest. The investment manager is entitled to a management fee. The carried interest and management fee are fully discussed in the Issuer's confidential offering materials. false Heartwood Partners V, LP /S/ DEMETRIOS DOUNIS DEMETRIOS DOUNIS MANAGING PARTNER OF THE GP OF THE ISSUER 2026-07-14