Form D · Private Equity Fund
COASTAL GROWTH FUND IV, LLC
Winter Park, FL · CIK 0002003969
Offering snapshot reported Aug 2, 2024 · SEC filing
- Reported sold
- $10.7M Offering amount: $30M
- Investors reported
- 29 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Nov 21, 2023 As reported in this filing
Fundraising history
Reported soldDates 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$7,850,000 → $10,738,000
- Reported investors15 → 29
- Minimum accepted$100,000 → $50,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 2, 2024 | Amendment | $10,738,000 | $2,888,000vs Jan 9, 2024 | 29 | SEC filing |
| Jan 9, 2024 | Amendment | $7,850,000 | $2,850,000vs Dec 19, 2023 | 15 | SEC filing |
| Dec 19, 2023 | Initial | $5,000,000 | No comparison | 10 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-500193
Source: Form D, filed Aug 2, 2024. 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
COASTAL GROWTH FUND IV, LLC
Investment adviser: COASTAL INVESTMENT COMPANY, LLC
- Gross asset value
- $11.5M
- Beneficial owners
- 31
- ADV minimum commitment
- $100K
Reported in Form ADV on Apr 30, 2026. 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
GRASSI ADVISORS
PCAOB 606
Filing source
Form ADV 2100998 · Apr 30, 2026 · Schedule D 7.B.(1), fund 805-6008400795
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 |
|---|---|
| Keith Ahrens | Executive, Promoter |
| Travis Barr | Executive, Promoter |
| Tyler Bloechinger | Executive, Promoter |
| Gregory Meerbaum | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Winter Park, FL, 32789