Form D · Other Investment Fund

Argosy Real Estate Partners IV-MS, L.P.

Wayne, PA · CIK 0001693380

Offering snapshot reported Apr 13, 2018 · SEC filing

Reported sold
$94M
Indefinite offering
Investors reported
118
Form D · investor count
Minimum accepted
$250K
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$47M$94MDec 29, 2016: $43,225,000.00Dec 29, 2016May 18, 2017: $58,025,000.00May 18, 2017Jan 16, 2018: $69,325,000.00Jan 16, 2018Apr 13, 2018: $93,975,000.00Apr 13, 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$69,325,000 → $93,975,000
  • Reported investors107 → 118

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 13, 2018Amendment$93,975,000$24,650,000vs Jan 16, 2018118SEC filing
Jan 16, 2018Amendment$69,325,000$11,300,000vs May 18, 2017107SEC filing
May 18, 2017Amendment$58,025,000$14,800,000vs Dec 29, 201694SEC filing
Dec 29, 2016Initial$43,225,000No comparison70SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$1.69M
Finders' fees
$0
Form D file number
021-277307

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Morgan Stanley14977

Source: Form D, filed Apr 13, 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-MS, L.P.

Investment adviser: ARGOSY CAPITAL GROUP, LLC

Gross asset value
$63.8M
Beneficial owners
134
ADV minimum commitment
$250K

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 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

UNIVEST CORPORATION OF PENNSYLVANIA
LEI 4WII2HCR8UEWNU03U507

Filing source

Form ADV 2116738 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-3374676567

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
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