Form D · Private Equity Fund

Bedford Ridge Investment Co IV LP

New York, NY · CIK 0001894616

Offering snapshot reported May 24, 2023 · SEC filing

Reported sold
$16.5M
Indefinite offering
Investors reported
34
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Dec 2, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 34

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 24, 2023Amendment$16,539,993No comparison34SEC filing
Nov 23, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Debt, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0
Form D file number
021-422225
The firm listed in Item 12 is entitled to receive a percentage of the management fee paid to the Investment Manager or its affiliates.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Frontier Solutions, LLC136102

Source: Form D, filed May 24, 2023. 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

BEDFORD RIDGE INVESTMENT CO IV LP

Investment adviser: BEDFORD RIDGE CAPITAL LP

Gross asset value
$91.1K
Beneficial owners
34
ADV minimum commitment
$1M

Reported in Form ADV on Mar 30, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator IQ-EQ NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WITHUMSMITH+BROWN, P.C. WHIPPANY, New Jersey, United States
Custodian CARTA SECURITIES, LLC SAN FRANCISCO, California, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer MORGAN CREEK CAPITAL DISTRIBUTORS, LLC CHAPEL HILL, North Carolina, 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

WITHUMSMITH+BROWN, P.C.
PCAOB 100

CARTA SECURITIES, LLC
SEC 8-69701

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN CREEK CAPITAL DISTRIBUTORS, LLC
CRD 154377 · SEC 8-68631

Filing source

Form ADV 1858152 · Mar 30, 2024 · Schedule D 7.B.(1), fund 805-5548626231

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
Andrew Klaber Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
43 West 13 Th Street
New York, NY, 10011