Form D · Private Equity Fund

Avanath Affordable Housing IV, LLC

Irvine, CA · CIK 0001772776

Offering snapshot reported Apr 3, 2020 · SEC filing

Reported sold: $449M
Investors reported: 25
Minimum accepted: $0
First sale: May 3, 2019

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 3, 2020	Initial	$448,550,000	No comparison	25	SEC filing
Apr 4, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, 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: 021-364332

Source: Form D, filed Apr 3, 2020. 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

AVANATH AFFORDABLE HOUSING IV, LLC

Investment adviser: AVANATH CAPITAL MANAGEMENT, LLC

Gross asset value: $1.06B
Beneficial owners: 37
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

Auditor DELOITTE & TOUCHE LLP COSTA MESA, California, United States

Custodian CITY NATIONAL BANK IRVINE, California, United States Related to adviser: No

Marketer ACCORD EUROPE LIMITED LONDON, United Kingdom Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63

Filing source

Form ADV 2099689 · Apr 28, 2026 · Schedule D 7.B.(1), fund 805-9994389484

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Avanath Affordable Housing II, LLC	Nov 14, 2014	$85,000,000	5
Avanath Affordable Housing III, LLC	Dec 18, 2017	$284,000,000	14
Avanath Affordable Housing IV, LLC (this fund)	Apr 3, 2020	$448,550,000	25

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
Name	Reported role
Daryl J. Carter	Executive
Camille Longino	Executive
John R. Williams	Executive
Wesley Wilson	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1920 Main Street, Suite 150
Irvine, CA, 92614