Form D · Other Real Estate

Edgewood Capital Partners IV LLC

Southport, CT · CIK 0001476318

Offering snapshot reported Jun 28, 2010 · SEC filing

Reported sold
$6.28M
Offering amount: $20M
Investors reported
17
Form D · investor count
Minimum accepted
$40K
Reported outside-investor minimum
First sale
Oct 30, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.14M$6.28MNov 12, 2009: $5,750,000.00Nov 12, 2009Nov 18, 2009: $5,750,000.00May 6, 2010: $6,125,000.00May 6, 2010Jun 28, 2010: $6,275,000.00Jun 28, 2010

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$6,125,000 → $6,275,000
  • Reported investors16 → 17

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 28, 2010Amendment$6,275,000$150,000vs May 6, 201017SEC filing
May 6, 2010Amendment$6,125,000$375,000vs Nov 18, 200916SEC filing
Nov 18, 2009Amendment$5,750,000$0vs Nov 12, 200913SEC filing
Nov 12, 2009Initial$5,750,000No comparison13SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$2.4K (estimated)
Finders' fees
$0
Form D file number
021-136032
Limited liability company membership interests
*Cannot be calculated. Consists of a share of the Issuer's Manager's future management fees (estimated at $2400 per year) plus a share of Manager's future incentive allocation, if any.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FCG Advsors, LLC40633

Source: Form D, filed Jun 28, 2010. 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

EDGEWOOD CAPITAL PARTNERS IV LLC

Investment adviser: EDGEWOOD CAPITAL ADVISORS, LLC

Gross asset value
$750K
Beneficial owners
17
ADV minimum commitment
$40K

Reported in Form ADV on Mar 28, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator EDGEWOOD CAPITAL MANAGEMENT IV LLC SOUTHPORT, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor COHN REZNICK STAMFORD, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

COHN REZNICK
PCAOB 596

Filing source

Form ADV 1197882 · Mar 28, 2018 · Schedule D 7.B.(1), fund 805-5583919994

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 Harold House Executive, Promoter
Jonathan Michael Levirne Executive, Promoter
Thomas Francis Mc Devitt Executive, Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
132 Old Post Road
Southport, CT, 06890