Form D · Private Equity Fund

Asana Partners Fund IV, LP

Charlotte, NC · CIK 0002048417

Offering snapshot reported Dec 17, 2025 · SEC filing

Reported sold
$634M
Offering amount: $1.5B
Investors reported
12
Form D · investor count
Minimum accepted
$10M
Reported outside-investor minimum
First sale
Dec 18, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 12

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 17, 2025Amendment$634,343,434No comparison12SEC filing
Dec 17, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-532399
The amount in Item 11 is subject to the General Partner's right to accept Capital Commitments of a lesser amount in its sole discretion.

Source: Form D, filed Dec 17, 2025. 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

ASANA PARTNERS FUND IV, LP

Investment adviser: ASANA PARTNERS, LP

Gross asset value
$943M
Beneficial owners
13
ADV minimum commitment
$10M

Reported in Form ADV on Apr 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FORMIDIUM CORP. DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP ATLANTA, Georgia, United States
Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Filing source

Form ADV 2099500 · Apr 28, 2026 · Schedule D 7.B.(1), fund 805-9768339290

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
N/A Asana Partners Fund Iv Gp, Llc Director
Terry S. Brown Executive
Samuel E. Judd Executive
Jason K. Tompkins Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2151 Hawkins Street Suite 1100
Charlotte, NC, 28203