Form D · Other Investment Fund

CROSS LAKE REAL ESTATE FUND IV LP

New York, NY · CIK 0001944078

Offering snapshot reported Dec 27, 2024 · SEC filing

Reported sold
$120M
Offering amount: $400M
Investors reported
15
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 3, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$60.2M$120MDec 30, 2022Dec 29, 2023: $109,075,000.00Dec 29, 2023Dec 27, 2024: $120,329,500.00Dec 27, 2024

Dates 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$109,075,000 → $120,329,500
  • Reported investors14 → 15

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 27, 2024Amendment$120,329,500$11,254,500vs Dec 29, 202315SEC filing
Dec 29, 2023Amendment$109,075,000No comparison14SEC filing
Dec 30, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-469310
The general partner reserves the right to offer a greater or lesser amount of limited partner interests. Amounts listed are aggregated between Issuer and its related parallel funds.
Placement agent has received a retainer of $150,000. Placement agent fees to be paid based upon a fee schedule. Such fees are offset against the management fees payable by the Issuer.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
HODES WEILL SECURITIES, LLC131848

Source: Form D, filed Dec 27, 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

CROSS LAKE REAL ESTATE FUND IV LP

Investment adviser: CROSS LAKE PARTNERS LP

Gross asset value
Not reported
Beneficial owners
Not reported
ADV minimum commitment
Not reported

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
Not reported
Prime brokers
Not reported
Custodians
Not reported
Administrator other than the adviser
Not reported
External marketing
Not reported
Filing source

Form ADV 2078608 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4648326505

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
Michael Barr Executive, Promoter
Jonathan Shumaker Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1166 Avenue Of The Americas
New York, NY, 10036