Form D · Private Equity Fund

FRANKLIN VENTURES INVESTMENTS LP - INNOVATIVE FUND SERIES IV

San Mateo, CA · CIK 0002015516

Offering snapshot reported Jun 17, 2026 · SEC filing

Reported sold
$17.3M
Indefinite offering
Investors reported
23
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Apr 9, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 23

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 17, 2026Amendment$17,325,000No comparison23SEC filing
Dec 19, 2025AmendmentYet to sellNo comparison23SEC filing
Mar 27, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-508727

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Franklin Distributors, LLC109064
J.P. Morgan Securities LLC79

Source: Form D, filed Jun 17, 2026. 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

FRANKLIN VENTURES INVESTMENTS, L.P. - INNOVATIVE FUND SERIES IV

Investment adviser: FRANKLIN ADVISERS, INC.

Gross asset value
$0
Beneficial owners
0
ADV minimum commitment
$0

Reported in Form ADV on Dec 23, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP 300 MADISON AVENUE, New York, United States
Custodian J.P. MORGAN CHASE BANK N.A. NEW YORK, New York, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Filing source

Form ADV 2024257 · Dec 23, 2025 · Schedule D 7.B.(1), fund 805-1528870258

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 Franklin Advisers, Inc. Executive
N/A Franklin Ventures Investments Lp Innovative Fund Series Iv Executive, Promoter
Edward Perks Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Franklin Parkway 920/4
San Mateo, CA, 94403-1906