Form D · Private Equity Fund

CALSTRS NEW & NEXT GENERATION MANAGER FUND IV, L.P.

New York, NY · CIK 0001700578

Offering snapshot reported Apr 17, 2017 · SEC filing

Reported sold: $250M
Investors reported: 1
Minimum accepted: $0
First sale: Mar 31, 2017

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
Apr 17, 2017	Initial	$250,000,000	No comparison	1	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-284940

Source: Form D, filed Apr 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

CALSTRS NEW AND NEXT GENERATION MANAGER FUND IV, L.P.

Investment adviser: SAPPHIRE VENTURES, LP

Gross asset value: $552M
Beneficial owners: 2
ADV minimum commitment: $250M

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 SS&C TECHNOLOGIES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, P.C. SAN FRANCISCO, California, United States

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No

Custodian SILICON VALLEY BANK MENLO PARK, California, United States Related to adviser: No

Prime broker MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States

Prime broker RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States

Provider details

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

BDO USA, P.C.
PCAOB 243

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

SILICON VALLEY BANK
LEI 0K2D5AK28EO5CC06E35

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 8-10999

Filing source

Form ADV 2076049 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6898800434

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
Theresa Boyd	Executive, Promoter
Evan Jaysane Darr	Executive, Promoter
Annette Lege	Director
Kelvin Liu	Executive, Promoter
Colin Meadows	Director
Philip Shaw	Executive, Promoter
Gregory Stoeckle	Director
Amit Tiwari	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1166 Avenue Of The Americas, 25 Th Floor
New York, NY, 10036