Form D · Other Investment Fund

CYPRESS NATURAL RESOURCES INVESTMENT FUNDS IV, L.P.

San Francisco, CA · CIK 0001638201

Offering snapshot reported Mar 31, 2017 · SEC filing

Reported sold
$11.7M
Indefinite offering
Investors reported
12
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Jul 15, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.86M$11.7MMar 31, 2015: $8,720,000.00Mar 31, 2015Mar 11, 2016: $11,720,000.00Mar 11, 2016Mar 31, 2017: $11,720,000.00Mar 31, 2017

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 investors13 → 12

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 31, 2017Amendment$11,720,000$0vs Mar 11, 201612SEC filing
Mar 11, 2016Amendment$11,720,000$3,000,000vs Mar 31, 201513SEC filing
Mar 31, 2015Initial$8,720,000No comparison17SEC filing

Offering details

Securities
Equity, 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
021-236990

Source: Form D, filed Mar 31, 2017. 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

CYPRESS NATURAL RESOURCES INVESTMENT FUNDS IV, L.P.

Investment adviser: CYPRESS WEALTH ADVISORS LLC

Gross asset value
$5.49M
Beneficial owners
12
ADV minimum commitment
$10K

Reported in Form ADV on Mar 31, 2017. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor EISNERAMPER, LLP SAN FRANCISCO, California, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian FIDELITY INVESTMENTS, INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1102605 · Mar 31, 2017 · Schedule D 7.B.(1), fund 805-8584568405

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
Vincent A Colabianchi Executive
James Longinotti Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
101 California Street Suite 1025
San Francisco, CA, 94111