Form D · Private Equity Fund

Carlyle Energy Coinvestment IV, L.P.

Washington, DC · CIK 0001505260

Offering snapshot reported Nov 18, 2015 · SEC filing

Reported sold
$40.4M
Indefinite offering
Investors reported
119
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 10, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$20.2M$40.4MNov 10, 2010: $37,500,000.00Nov 10, 2010Nov 10, 2011: $38,685,000.00Nov 10, 2011Nov 13, 2012: $38,877,000.00Nov 13, 2012Nov 21, 2013: $38,915,000.00Nov 21, 2013Nov 21, 2014: $38,915,000.00Nov 21, 2014Nov 18, 2015: $40,355,000.00Nov 18, 2015

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$38,915,000 → $40,355,000
  • Reported investors118 → 119

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 18, 2015Amendment$40,355,000$1,440,000vs Nov 21, 2013119SEC filing
Nov 21, 2014Amendment$38,915,000$0vs Nov 21, 2013118SEC filing
Nov 21, 2013Amendment$38,915,000$38,000vs Nov 13, 2012118SEC filing
Nov 13, 2012Amendment$38,877,000$192,000vs Nov 10, 2011118SEC filing
Nov 10, 2011Amendment$38,685,000$1,185,000vs Nov 10, 2010117SEC filing
Nov 10, 2010Initial$37,500,000No comparison112SEC 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
021-150293

Source: Form D, filed Nov 18, 2015. 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

CARLYLE ENERGY COINVESTMENT IV, L.P.

Investment adviser: CARLYLE INVESTMENT MANAGEMENT L.L.C.

Gross asset value
$23.6M
Beneficial owners
162
ADV minimum commitment
$25K

Reported in Form ADV on Jun 12, 2012. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LLP MCLEAN, Virginia, United States
Custodian WELLS FARGO WASHINGTON, District of Columbia, 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
Filing source

Form ADV 648682 · Jun 12, 2012 · Schedule D 7.B.(1), fund 805-3854946775

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
None Carlyle Energy Coinvestment Iv Gp, L.L.C. Promoter
William E. Conway, Jr. Executive
Daniel A. D'aniello Executive
Jeffrey W. Ferguson Executive
David B. Pearson Executive
David M. Rubenstein Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
The Carlyle Group 1001 Pennsylvania Avenue, Nw
Washington, DC, 20004