Form D · Other Investment Fund

Freestone Advantage Partners IV LP

Seattle, WA · CIK 0001884281

Offering snapshot reported Nov 2, 2021 · SEC filing

Reported sold: $50.3M
Investors reported: 104
Minimum accepted: $0
First sale: Oct 21, 2021

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 2, 2021	Initial	$50,275,000	No comparison	104	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-419558

Limited partnership interests. The General Partner, reserves the right, in its sole discretion, to accept lesser amounts than the minimum capital commitment of $100,000.

Source: Form D, filed Nov 2, 2021. 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

FREESTONE ADVANTAGE PARTNERS IV LP

Investment adviser: FREESTONE CAPITAL MANAGEMENT, LLC

Gross asset value: $337M
Beneficial owners: 463
ADV minimum commitment: $100K

Reported in Form ADV on Jun 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST AND YOUNG LLP SEATTLE, Washington, United States

Custodian EAST WEST BANK CUPERTINO, California, 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 AND YOUNG LLP
PCAOB 42

EAST WEST BANK
LEI F28JOQ8OBWCFUYM0UX93

Filing source

Form ADV 2116357 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-4928989768

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
FREESTONE ADVANTAGE PARTNERS II LP	May 21, 2012	$89,200,000	152
Freestone Advantage Partners III LP	Mar 14, 2018	$65,780,000	127
Freestone Advantage Partners IV LP (this fund)	Nov 2, 2021	$50,275,000	104

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
Scott Akins	Executive
N/A Fap Iv Gp Llc	Executive, Promoter
N/A Freestone Capital Management, Llc	Promoter
Gary Furukawa	Executive, Promoter
Erik Morgan	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

701 Fifth Avenue 74 Th Floor
Seattle, WA, 98104