Form D · Private Equity Fund

CPX ENERGY OPPORTUNITIES IV, L.P.

Dallas, TX · CIK 0001943327

Offering snapshot reported Oct 17, 2023 · SEC filing

Reported sold
$44.8M
Indefinite offering
Investors reported
20
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 14, 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

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 17, 2023Amendment$44,800,000No comparison20SEC filing
Oct 17, 2022InitialYet to sellNo comparison20SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-462018

Source: Form D, filed Oct 17, 2023. 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

CPX ENERGY OPPORTUNITIES IV, LP

Investment adviser: CPX ENERGY MANAGEMENT, LLC

Gross asset value
$44.8M
Beneficial owners
20
ADV minimum commitment
$5M

Reported in Form ADV on Dec 4, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP DALLAS, Texas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

Filing source

Form ADV 1803547 · Dec 4, 2023 · Schedule D 7.B.(1), fund 805-8480913988

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 Cpx Energy Management, Llc Executive
N/A Cpx Energy Opportunities Gp Iv, Llc Executive
Daniel Griffith Executive
Clayton Powell Executive
Thomas Powell Executive
John Roby Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
8235 Douglas Avenue, Suite 1100
Dallas, TX, 75225