Form D · Other Investment Fund

Berkshire Multifamily Value Plus Fund IV, LP

Boston, MA · CIK 0001681426

Offering snapshot reported Aug 3, 2016 · SEC filing

Reported sold
Yet to sell
Offering amount: $350M
Investors reported
0
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 3, 2016InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-268225

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
N/ANone

Source: Form D, filed Aug 3, 2016. 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

BERKSHIRE MULTIFAMILY VALUE PLUS FUND IV, L.P.

Investment adviser: BERKSHIRE PROPERTY ADVISORS, LLC

Gross asset value
$494M
Beneficial owners
49
ADV minimum commitment
$494M

Reported in Form ADV on Dec 21, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS, LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

Filing source

Form ADV 1584538 · Dec 21, 2021 · Schedule D 7.B.(1), fund 805-7908087047

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 Berkshire Multifamily Value Plus Fund Iv Gp, L.L.C Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Beacon Street, 24 Th Floor
Boston, MA, 02108