Form D · Other Investment Fund

Blue Heron Real Estate Opportunity Fund IV, LP

Raleigh, NC · CIK 0001941223

Offering snapshot reported Oct 17, 2023 · SEC filing

Reported sold
$102M
Indefinite offering
Investors reported
117
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Oct 1, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$51.2M$102MOct 17, 2022: $70,550,500.00Oct 17, 2022Oct 17, 2023: $102,300,500.00Oct 17, 2023

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$70,550,500 → $102,300,500
  • Reported investors64 → 117

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 17, 2023Amendment$102,300,500$31,750,000vs Oct 17, 2022117SEC filing
Oct 17, 2022Initial$70,550,500No comparison64SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-461936
Although the Issuer has established a minimum investment amount of $250,000, lesser amounts may be accepted at the discretion of the General Partner

Source: Form D, filed Oct 17, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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 Blue Heron Asset Management, Llc Executive
N/A Blue Heron Fund Iv Gp, Llc Director
Matthew Hobbs Executive
Deborah Jones Executive
Maurice Malfatti Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1111 Haynes Street, Suite 203
Raleigh, NC, 27604