Form D · Private Equity Fund

ACCOLADE PARTNERS IV, L.P.

Washington, Dc, DC · CIK 0001546571

Offering snapshot reported May 16, 2013 · SEC filing

Reported sold
$98.7M
Indefinite offering
Investors reported
80
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 4, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$49.3M$98.7MMay 17, 2012: $41,900,000.00May 17, 2012May 16, 2013: $98,650,000.00May 16, 2013

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$41,900,000 → $98,650,000
  • Reported investors30 → 80

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 16, 2013Amendment$98,650,000$56,750,000vs May 17, 201280SEC filing
May 17, 2012Initial$41,900,000No comparison30SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-178427

Source: Form D, filed May 16, 2013. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ACCOLADE PARTNERS IV, L.P.

Investment adviser: ACCOLADE CAPITAL MANAGEMENT LLC

Gross asset value
$155M
Beneficial owners
105
ADV minimum commitment
$500K

Reported in Form ADV on Jul 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MEISEL, TUTEUR & LEWIS, P.C. ROSELAND, New Jersey, United States
Custodian CARTA SECURITIES, LLC SAN FRANCISCO, California, United States Related to adviser: No
Custodian JP MORGAN CHASE & CO. NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Custodian RAYMOND JAMES & ASSOCIATES, INC. ST PETERSBURG, Florida, United States Related to adviser: No
Custodian SILICON VALLEY BANK A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Prime broker MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States
Prime broker RAYMOND JAMES & ASSOCIATES, INC. ST PETERSBURG, Florida, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MEISEL, TUTEUR & LEWIS, P.C.
PCAOB 3861

CARTA SECURITIES, LLC
SEC 8-69701

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 8-10999

Filing source

Form ADV 2121660 · Jul 23, 2026 · Schedule D 7.B.(1), fund 805-2241637959

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Joelle Kayden Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1850 M. Street, Nw Suite 1060
Washington, Dc, DC, 20036