Form D · Private Equity Fund

CB Offshore Credit Opportunities Fund IV, LP

Boston, MA · CIK 0002064323

Offering snapshot reported Sep 4, 2026 · SEC filing

Reported sold
$322M
Indefinite offering
Investors reported
31
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 8, 2025
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 31

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 4, 2026Amendment$322,450,000No comparison31SEC filing
Sep 5, 2025InitialYet to sellNo comparison0SEC 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
021-556778
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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RecipientCRDAssociated broker-dealer
Jefferies LLC2347
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 OFFSHORE CREDIT OPPORTUNITIES FUND IV, LP

Investment adviser: CHARLESBANK CAPITAL PARTNERS, LLC

Gross asset value
$223M
Beneficial owners
21
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 805-8813136014

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
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