Form D · Venture Capital Fund

BROADVAIL FUND IV SIDECAR I, L.P.

Houston, TX · CIK 0002016284

Offering snapshot reported Mar 31, 2025 · SEC filing

Reported sold
$64.9M
Indefinite offering
Investors reported
26
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 1, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 26

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 31, 2025Amendment$64,909,000No comparison26SEC filing
Mar 29, 2024InitialYet 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
021-509117
The General Partner of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests.

Source: Form D, filed Mar 31, 2025. 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

BROADVAIL FUND IV SIDECAR I, L.P.

Investment adviser: BROADVAIL CAPITAL PARTNERS, LLC

Gross asset value
$95.6M
Beneficial owners
34
ADV minimum commitment
$125K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG HOUSTON, Texas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

Filing source

Form ADV 2084599 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3281587214

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
Brett W. Hetherwick Executive, Promoter
James J. Tramuto Executive, Promoter
Robert M. Zorich Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1885 Saint James Place, Suite 800
Houston, TX, 77056