Form D · Private Equity Fund

Ecofin Direct Social Impact Fund IV, LP

Overland Park, KS · CIK 0001965460

Offering snapshot reported Feb 28, 2024 · SEC filing

Reported sold: $61M
Investors reported: 170
Minimum accepted: $0
First sale: May 31, 2023

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 170

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 28, 2024	Amendment	$60,985,000	No comparison	170	SEC filing
Feb 28, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-474492

TortoiseEcofin Securities, LLC previously received a fee from the Investment Manager effective May 31, 2023. However, TortoiseEcofin Securities, LLC was dissolved in January 2024 and no such fee arrangement exists as of the date of this submission.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
TortoiseEcofin Securities, LLC	285411	TortoiseEcofin Securities, LLC · CRD 285411

Source: Form D, filed Feb 28, 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

503 CAPITAL PARTNERS TAX EXEMPT CREDIT OPPORTUNITIES FUND III, LP

Investment adviser: 503 CAPITAL PARTNERS, LLC

Gross asset value: $74.7M
Beneficial owners: 208
ADV minimum commitment: $250K

Reported in Form ADV on Apr 8, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator U.S. BANK FUND SERVICES MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG, LLP KANSAS CITY, Missouri, United States

Custodian U.S. BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG, LLP
PCAOB 42

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Filing source

Form ADV 2087213 · Apr 8, 2026 · Schedule D 7.B.(1), fund 805-2862436901

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Ecofin Direct Social Impact Fund III, LP	Oct 21, 2021	$10,985,472	29
Ecofin Direct Social Impact Fund IV, LP (this fund)	Feb 28, 2024	$60,985,000	170

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
Name	Reported role
N/A Ecofin Dsif Iv Gp, Llc	Promoter
Michelle Johnston	Executive
Maneesh Juhnjuhnwala	Executive
David Sifford	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

6363 College Boulevard, Suite 100 A
Overland Park, KS, 66211