Investment adviser · CRD 162790

TRIWEST CAPITAL PARTNERS IV (2011), INC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

CALGARY, ALBERTA, Canada · Form ADV filed Mar 25, 2021

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TRIWEST CAPITAL PARTNERS V, L.P.Private Equity Fund · Last reported Mar 25, 2021$419MGross asset value
Auditor KPMG LLP CALGARY, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 85

Fund details & source
Fund ID
805-2969279120
Reported beneficial owners
40
Minimum commitment
$10M

Form ADV 1519178 · Mar 25, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TRIWEST CAPITAL PARTNERS IV, L.P.Private Equity Fund · Last reported Mar 25, 2021$182MGross asset value
Auditor KPMG LLP CALGARY, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 85

Fund details & source
Fund ID
805-9261307128
Reported beneficial owners
34
Minimum commitment
$1M

Form ADV 1519178 · Mar 25, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TRIWEST CAPITAL PARTNERS V (US), L.P.Private Equity Fund · Last reported Mar 25, 2021$84.1MGross asset value
Auditor KPMG LLP CALGARY, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 85

Fund details & source
Fund ID
805-3576891005
Reported beneficial owners
8
Minimum commitment
$10M
Form D file number
021-233911

Form ADV 1519178 · Mar 25, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TRIWEST CAPITAL PARTNERS IV (US), L.P.Private Equity Fund · Last reported Mar 25, 2021$22.2MGross asset value

Form D fundraising filings

TriWest Capital Partners IV (US), L.P.

Auditor KPMG LLP CALGARY, Canada
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 85

Fund details & source
Fund ID
805-1799244656
Reported beneficial owners
5
Minimum commitment
$10M
Form D file number
021-170597

Form ADV 1519178 · Mar 25, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2021. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

4600, 400 3RD AVENUE SW
CALGARY, ALBERTA, T2P4H2, Canada

CRD 162790

Filing source

Form ADV 1519178 · Mar 25, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.