Form D · Private Equity Fund
Apogem Real Assets Fund IV, LP
New York, NY · CIK 0002019317
Offering snapshot reported May 22, 2026 · SEC filing
- Reported sold
- $152M Indefinite offering
- Investors reported
- 95 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- May 2, 2024 As reported in this filing
Fundraising history
Reported soldDates 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$119,872,449 → $151,876,530
- Reported investors84 → 95
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 22, 2026 | Amendment | $151,876,530 | $32,004,081vs May 23, 2025 | 95 | SEC filing |
| May 23, 2025 | Amendment | $119,872,449 | $70,150,227vs May 7, 2024 | 84 | SEC filing |
| May 7, 2024 | Amendment | $49,722,222 | No comparison | 45 | SEC filing |
| Apr 16, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-510685
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| NY Life Distributors LLC | 35350 |
Source: Form D, filed May 22, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.
Matched by reported Form D file number
APOGEM REAL ASSETS FUND IV, LP
Investment adviser: APOGEM CAPITAL LLC
- Gross asset value
- $52.2M
- Beneficial owners
- 71
- ADV minimum commitment
- $0
Reported in Form ADV on Jul 31, 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
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
BLACKROCK INC.
LEI 549300LRIF3NWCU26A80
PNC BANK, N.A.
LEI AD6GFRVSDT01YPT1CS68
CASTLE HILL CAPITAL PARTNERS, INC.
CRD 44131 · SEC 8-50550
NYLIFE DISTRIBUTORS LLC
CRD 35350 · SEC 8-46655
Fund asset history · 2 annual observations
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| Fiscal year | Gross assets | Beneficial owners | ADV filed |
|---|---|---|---|
| 2024 | $0 | 71 | Mar 30, 2025 |
| 2025 | $52,243,201 | 71 | Mar 30, 2026 |
Filing source
Form ADV 2123386 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-3545233736
Reported by APOGEM CAPITAL LLC (CRD 309234).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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 |
|---|---|
| N/A Apogem Capital Llc | Promoter |
| N/A Araf Iv Gp, Llc | Director |
| John Grady | Executive |
| Zachary Mc Carroll | Executive |
| Christopher Partners Stringer | Executive |
| Richard W. Wiltshire, Iii | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10171
Phone: 212-601-3600