Form D · Private Equity Fund
Castanea Partners IV Coinvestment Fund, L.P.
Newton, MA · CIK 0001651983
Offering snapshot reported Oct 26, 2015 · SEC filing
- Reported sold
- $135M Offering amount: $135M
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 15, 2015 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 |
|---|---|---|---|---|---|
| Oct 26, 2015 | Initial | $134,595,960 | No comparison | 14 | 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
- 021-250067
Source: Form D, filed Oct 26, 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
CASTANEA PARTNERS IV COINVESTMENT FUND LP
Investment adviser: CASTANEA PARTNERS INC.
- Gross asset value
- $90M
- Beneficial owners
- 14
- ADV minimum commitment
- $0
Reported in Form ADV on Mar 28, 2024. 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
MAYER HOFFMAN MCCANN P.C.
PCAOB 199
Filing source
Form ADV 1858773 · Mar 28, 2024 · Schedule D 7.B.(1), fund 805-2723520802
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 |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Newton, MA, 02462