Form D · Private Equity Fund

Castanea Partners Fund IV, L.P.

Newton, MA · CIK 0001594911

Offering snapshot reported Oct 6, 2014 · SEC filing

Reported sold
$600M
Offering amount: $600M
Investors reported
23
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 31, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$300M$600MJan 14, 2014: $368,000,000.00Jan 14, 2014Oct 6, 2014: $600,000,000.00Oct 6, 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$368,000,000 → $600,000,000
  • Reported investors14 → 23

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 6, 2014Amendment$600,000,000$232,000,000vs Jan 14, 201423SEC filing
Jan 14, 2014Initial$368,000,000No comparison14SEC 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
021-210008

Source: Form D, filed Oct 6, 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 PARTNERS FUND IV L.P.

Investment adviser: CASTANEA PARTNERS INC.

Gross asset value
$181M
Beneficial owners
22
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

Auditor CBIZ CPAS P.C. BOSTON, Massachusetts, United States
Custodian CITIZENS BANK OF MASSACHUSETTS BOSTON, Massachusetts, 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

CBIZ CPAS P.C.
PCAOB 199

Filing source

Form ADV 2086123 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4331132706

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
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:
C/O Castanea Partners Three Newton Executive Park, Suite 304
Newton, MA, 02462