Form D · Private Equity Fund
CB Credit Opportunities Fund IV Rated Note, LP
Boston, MA · CIK 0002121262
Offering snapshot reported Apr 15, 2026 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Apr 15, 2026 | 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
- 021-580476
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 |
Source: Form D, filed Apr 15, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| N/A Cb Credit Opportunities Fund Iv Gp, Llc | Promoter |
| N/A Cb Credit Opportunities Fund Iv Gp, Lp | Promoter |
| 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
Boston, MA, 02116