Form D · Private Equity Fund

Beech Tree Private Equity Partners IV, L.P.

Wilmslow, X0 · CIK 0001983536

Offering snapshot reported Jul 15, 2024 · SEC filing

Reported sold: $144M
Investors reported: 21
Minimum accepted: $0
First sale: Jun 26, 2023

Fundraising history

Reported sold

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$83,604,086 → $144,057,878
Reported investors12 → 21

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 15, 2024	Amendment	$144,057,878	$60,453,792vs Jul 6, 2023	21	SEC filing
Jul 6, 2023	Initial	$83,604,086	No comparison	12	SEC filing

Offering details

Securities: Equity, 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: 021-486113

Calculated at an exchange rate of 1.2714 GBP to $1.00 US Dollars as of 6/26/2023. Includes amounts to be sold pursuant to Regulation D and Regulation S.

Source: Form D, filed Jul 15, 2024. 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

BEECH TREE PRIVATE EQUITY PARTNERS IV, L.P.

Investment adviser: BEECH TREE PE LLP

Gross asset value: $204M
Beneficial owners: 32
ADV minimum commitment: $0

Reported in Form ADV on Aug 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator LANGHAM HALL LONDON, United Kingdom Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP 7 MORELONDON RIVERSIDE, United Kingdom

Provider details

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

PRICEWATERHOUSECOOPERS LLP
PCAOB 876

Filing source

Form ADV 2124540 · Aug 21, 2026 · Schedule D 7.B.(1), fund 805-7733167817

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
Beech Tree Private Equity Partners IV, L.P. (this fund)	Jul 15, 2024	$144,057,878	21
Beech Tree Private Equity Partners V, L.P.	Oct 9, 2026	Yet to sell	0

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
Beech Tree General Partner Iv Llp	Director, Executive
Beech Tree Pe Llp	Promoter
Paul Franks	Director, Executive
Andrew Marsh	Director, Executive
Adam Rudd	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

First Floor, Suite 3, Building Two The Colony, Altrincharm Road
Wilmslow, X0, SK9 4LY