Form D · Other Investment Fund
AGW PE Access Vehicle: BPV-IV, LLC
Tampa, FL · CIK 0001842809
Offering snapshot reported Feb 5, 2021 · SEC filing
- Reported sold
- $2M Offering amount: $6M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jan 26, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 5, 2021 | Initial | $2,000,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-388603
Source: Form D, filed Feb 5, 2021. 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
AGW PE ACCESS VEHICLE: BPV - IV, LLC
Investment adviser: ANNIS GARDNER WHITING CAPITAL ADVISORS LLC
- Gross asset value
- $4.24M
- Beneficial owners
- 16
- ADV minimum commitment
- $250K
Reported in Form ADV on Mar 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
FORVIS MAZARS
PCAOB 57
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Filing source
Form ADV 2067761 · Mar 13, 2026 · Schedule D 7.B.(1), fund 805-4719330736
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.
| Name | Reported role |
|---|---|
| Jeffrey S. Annis | Director |
| Peter J. Gardner | Director |
| Paul L. Whiting, Jr | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Tampa, FL, 33606