Form D · Other Investment Fund

Argosy Real Estate Partners IV, L.P.

Wayne, PA · CIK 0001693383

Offering snapshot reported Jun 29, 2018 · SEC filing

Reported sold
$169M
Indefinite offering
Investors reported
205
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 16, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$84.6M$169MDec 29, 2016: $66,525,000.00Dec 29, 2016May 18, 2017: $89,250,000.00May 18, 2017Oct 10, 2017: $106,950,000.00Oct 10, 2017Oct 26, 2017: $106,950,000.00Jan 16, 2018: $125,625,000.00Jan 16, 2018Jun 29, 2018: $169,205,000.00Jun 29, 2018

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$125,625,000 → $169,205,000
  • Reported investors157 → 205

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 29, 2018Amendment$169,205,000$43,580,000vs Jan 16, 2018205SEC filing
Jan 16, 2018Amendment$125,625,000$18,675,000vs Oct 26, 2017157SEC filing
Oct 26, 2017Amendment$106,950,000$0vs Oct 10, 2017139SEC filing
Oct 10, 2017Amendment$106,950,000$17,700,000vs May 18, 2017139SEC filing
May 18, 2017Amendment$89,250,000$22,725,000vs Dec 29, 2016101SEC filing
Dec 29, 2016Initial$66,525,000No comparison14SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$674K
Finders' fees
$0
Form D file number
021-277309

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Kipling Capital, Inc.41196
Capital Suisse, LLC269924
CV Brokerage, Inc.462
Cygnus Capital LLC144377

Source: Form D, filed Jun 29, 2018. 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

ARGOSY REAL ESTATE PARTNERS IV, L.P.

Investment adviser: ARGOSY CAPITAL GROUP, LLC

Gross asset value
$107M
Beneficial owners
205
ADV minimum commitment
$100K

Reported in Form ADV on Jun 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS PHILADELPHIA, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG, LLP PHILADELPHIA, Pennsylvania, United States
Custodian FIRST BANK NEW JERSEY HAMILTON, New Jersey, United States Related to adviser: No
Custodian UNIVEST CORPORATION OF PENNSYLVANIA SOUDERTON, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG, LLP
PCAOB 185

FIRST BANK NEW JERSEY
LEI 549300YS4CB1171BRJ08

UNIVEST CORPORATION OF PENNSYLVANIA
LEI 4WII2HCR8UEWNU03U507

Filing source

Form ADV 2116738 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-2882446627

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
David J. Butler Executive
John P. Kirwin, Iii Executive
Sarah Roth Executive
Richard C. Schwenk, Jr. Executive
Andrew J. Stewart Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
950 West Valley Road Suite 2900
Wayne, PA, 19087