Form D · Private Equity Fund

CB Credit Opportunities Fund IV, LP

Boston, MA · CIK 0002064128

Offering snapshot reported Sep 4, 2026 · SEC filing

Reported sold: $800M
Investors reported: 33
Minimum accepted: $0
First sale: Sep 8, 2025

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 33

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 4, 2026	Amendment	$800,125,000	No comparison	33	SEC filing
Sep 5, 2025	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-556777

The Total Amount Sold includes amounts sold through a feeder vehicle.

Placement agent fees will be paid pursuant to a fee schedule based upon sales of interests to certain investors, and are disclosed in the Issuer's confidential offering materials.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Jefferies LLC	2347
GrovePeak S.A.S.	None

Source: Form D, filed Sep 4, 2026. 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

CB CREDIT OPPORTUNITIES FUND IV, LP

Investment adviser: CHARLESBANK CAPITAL PARTNERS, LLC

Gross asset value: $592M
Beneficial owners: 16
ADV minimum commitment: $2.5M

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

Service providers

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian BANK OF AMERICA BOSTON, Massachusetts, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Custodian U.S. BANK NATIONAL ASSOCIATION BOSTON, Massachusetts, United States Related to adviser: No

Marketer GROVEPEAK S.A.S. BOGOTA, Colombia Related to adviser: No

Marketer JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Filing source

Form ADV 2126745 · Aug 21, 2026 · Schedule D 7.B.(1), fund 805-8094444992

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
Name	Reported role
N/A N/A Cb Credit Opportunities Fund Iv Gp, Llc	Promoter
N/A N/A Cb Credit Opportunities Fund Iv Gp, Lp	Promoter
N/A N/A Charlesbank Capital Partners, Llc	Promoter
Kevin Whelan	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

200 Clarendon Street, 54 Th Floor
Boston, MA, 02116