Form D · Private Equity Fund

CapStreet IV, L.P.

Houston, TX · CIK 0001595759

Offering snapshot reported Apr 21, 2014 · SEC filing

Reported sold
$325M
Indefinite offering
Investors reported
63
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 20, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$163M$325MJan 6, 2014: $249,450,000.00Jan 6, 2014Jan 9, 2014: $249,450,000.00Apr 21, 2014: $325,000,000.00Apr 21, 2014

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$249,450,000 → $325,000,000
  • Reported investors50 → 63

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 21, 2014Amendment$325,000,000$75,550,000vs Jan 9, 201463SEC filing
Jan 9, 2014Amendment$249,450,000$0vs Jan 6, 201450SEC filing
Jan 6, 2014Initial$249,450,000No comparison51SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-209360

Source: Form D, filed Apr 21, 2014. 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

CAPSTREET IV, L.P.

Investment adviser: THE CAPSTREET GROUP, LLC

Gross asset value
$163M
Beneficial owners
70
ADV minimum commitment
$1M

Reported in Form ADV on Apr 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP HOUSTON, Texas, United States
Custodian AMEGY BANK NATIONAL ASSOCIATION HOUSTON, Texas, United States Related to adviser: No
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION HOUSTON, Texas, 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

KPMG LLP
PCAOB 185

AMEGY BANK NATIONAL ASSOCIATION
LEI XY18PUSROVLI5YR2I431

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2096257 · Apr 21, 2026 · Schedule D 7.B.(1), fund 805-1777347031

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
George B. Kelly Executive
Katherine L. Kohlmeyer Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1001 Louisiana Suite 3200
Houston, TX, 77002