Form D · Private Equity Fund

BTAS IV Private Investors (U.S.), L.P.

New York, NY · CIK 0001719542

Offering snapshot reported Oct 17, 2017 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $250K
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 17, 2017	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-296819

Investor is required to pay (i) a one-time upfront placement fee to RJA or an affiliate equal to 2% of their subscription to the fund, and (ii) an ongoing annual fee to the fund (which is then paid to RJA) based on their subscription amount.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Raymond James & Associates, Inc.	705	Raymond James & Associates, Inc. · CRD 705

Source: Form D, filed Oct 17, 2017. 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

BTAS IV PRIVATE INVESTORS (U.S.), L.P.

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value: $86.3M
Beneficial owners: 300
ADV minimum commitment: $250K

Reported in Form ADV on Sep 30, 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: No (provided to no investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Marketer IEQ CAPITAL, LLC FOSTER CITY, California, United States Related to adviser: No

Marketer JAFFE TILCHIN INVESTMENT PARTNERS, LLC TAMPA, Florida, United States Related to adviser: No

Marketer RAYMOND JAMES FINANCIAL SERVICES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No

Marketer RBC CAPITAL MARKETS, LLC NEW YORK, New York, United States Related to adviser: No

Marketer RMP WEALTH ALPHARETTA, Georgia, United States Related to adviser: No

Marketer SWEET FINANCIAL PARTNERS, LLC FAIRMONT, Minnesota, United States Related to adviser: No

Marketer TAG ASSOCIATES LLC NEW YORK, New York, United States Related to adviser: No

Provider details

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

KPMG LLP
PCAOB 185

IEQ CAPITAL, LLC
CRD 301819 · SEC 801-115278

JAFFE TILCHIN INVESTMENT PARTNERS, LLC
CRD 143608 · SEC 801-67720

RAYMOND JAMES FINANCIAL SERVICES, INC.
CRD 6694 · SEC 8-17983

RBC CAPITAL MARKETS, LLC
CRD 31194 · SEC 801-13059

SWEET FINANCIAL PARTNERS, LLC
CRD 316739 · SEC 801-122466

TAG ASSOCIATES LLC
CRD 116959 · SEC 801-60908

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-9159025223

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
Name	Reported role
Thomas Fortin	Executive, Promoter
General Partner I Capital Advisors, Llc	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Institutional Capital Network 441 Lexington Avenue, 9 Th Floor
New York, NY, 10017