Form D · Private Equity Fund
Castanea Family Holdings IV, LLC
Newton, MA · CIK 0001619947
Offering snapshot reported Sep 26, 2014 · SEC filing
- Reported sold
- $41.5M Offering amount: $41.5M
- Investors reported
- 13 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 12, 2014 As reported in this filing
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 |
|---|---|---|---|---|---|
| Sep 26, 2014 | Initial | $41,464,646 | No comparison | 13 | SEC filing |
Offering details
- Securities
- 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
- 021-225368
Source: Form D, filed Sep 26, 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
CASTANEA FAMILY HOLDINGS IV LLC
Investment adviser: CASTANEA PARTNERS INC.
- Gross asset value
- $12M
- Beneficial owners
- 9
- ADV minimum commitment
- $0
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 199
Filing source
Form ADV 2086123 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3764663285
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.
| Name | Reported role |
|---|---|
| Steven T. Berg | Executive |
| Paul F. Gibbons | Executive |
| Brian J. Knez | Executive |
| Robert A. Smith | Executive |
| Troy L. Stanfield | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Newton, MA, 02462