0000897069-21-000496.txt : 20210915 0000897069-21-000496.hdr.sgml : 20210915 20210915155046 ACCESSION NUMBER: 0000897069-21-000496 CONFORMED SUBMISSION TYPE: D/A 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: 20210915 DATE AS OF CHANGE: 20210915 EFFECTIVENESS DATE: 20210915 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Balance Point Capital Partners V, L.P. CENTRAL INDEX KEY: 0001817945 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-371197 FILM NUMBER: 211255383 BUSINESS ADDRESS: STREET 1: C/O BALANCE POINT CAPITAL ADVISORS, LLC STREET 2: 285 RIVERSIDE AVE., SUITE 200 CITY: WESTPORT STATE: CT ZIP: 06880 BUSINESS PHONE: 203-652-8250 MAIL ADDRESS: STREET 1: C/O BALANCE POINT CAPITAL ADVISORS, LLC STREET 2: 285 RIVERSIDE AVE., SUITE 200 CITY: WESTPORT STATE: CT ZIP: 06880 D/A 1 primary_doc.xml X0708 D/A LIVE 0001817945 Balance Point Capital Partners V, L.P. C/O BALANCE POINT CAPITAL ADVISORS, LLC 285 RIVERSIDE AVE., SUITE 200 WESTPORT CT CONNECTICUT 06880 203-652-8250 DELAWARE None None Limited Partnership true 2020 N/A Balance Point Capital Managers V, LLC 285 Riverside Avenue, Suite 200 Westport CT CONNECTICUT 06880 Executive Officer General partner of the Issuer. Seth W. Alvord 285 Riverside Avenue, Suite 200 Westport CT CONNECTICUT 06880 Executive Officer Managing Member of the general partner of the Issuer Pooled Investment Fund Private Equity Fund false Not Applicable 06b 3C 3C.7 true 0000897069-21-000355 2020-07-17 true true false 0 Lazard Freres & Co. LLC 2528 None None 30 Rockefeller Plaza New York NY NEW YORK 10020-5900 All States false Equus Financial Consulting LLC 131449 None None 78 Pine Street Suite 102 New Canaan CT CONNECTICUT 06840 AL ALABAMA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN false 600000000 577415790 22584210 The Total Amount Sold includes the capital commitment made by the General Partner of the Issuer. false 31 350000 0 0 true An affiliate of the General Partner will receive an annual management fee, payable by the Issuer as set forth in the governing documents of the Issuer. false Balance Point Capital Partners V, L.P. Seth W. Alvord Seth W. Alvord Member of the Issuer's General Partner 2021-09-15