Form D · Hedge Fund
Conifer Partners IV, LLC
Thomasville, GA · CIK 0001935060
Offering snapshot reported Jun 23, 2022 · SEC filing
- Reported sold
- $34.1M Indefinite offering
- Investors reported
- 33 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 13, 2022 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 |
|---|---|---|---|---|---|
| Jun 23, 2022 | Initial | $34,100,000 | No comparison | 33 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-450082
Source: Form D, filed Jun 23, 2022. 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
CONIFER PARTNERS IV, LLC
Investment adviser: SOUTHEAST ASSET ADVISORS, LLC
- Gross asset value
- $64.7M
- Beneficial owners
- 42
- ADV minimum commitment
- $1M
Reported in Form ADV on May 21, 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
NICHOLS CAULEY & ASSOCIATES, LLC
PCAOB 281
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Filing source
Form ADV 2107500 · May 21, 2026 · Schedule D 7.B.(1), fund 805-5613336472
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 |
|---|---|
| Charles Bradford Jackson, Jr. | Executive |
| Edward G Johnson | Executive |
| Bernard Lanigan | Executive |
| T. Mikell Leland | Executive |
| Southeast Asset Advisors, Llc | Promoter |
| Conifer Advisors, Llc | Executive |
| G. Christopher Osborne, Jr. | Executive |
| Mark Saussy | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Thomasville, GA, 31792