Form D · Other Investment Fund

GFG Beacon Fund IV, LP

Greenwich, CT · CIK 0001978354

Offering snapshot reported May 20, 2024 · SEC filing

Reported sold
$62M
Offering amount: $100M
Investors reported
11
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Oct 30, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 11

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 20, 2024Amendment$61,983,333No comparison11SEC filing
May 19, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-482188

Source: Form D, filed May 20, 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

GFG BEACON FUND IV, LP

Investment adviser: GFG ALTERNATIVE INVESTMENT ADVISORS LLC

Gross asset value
$161M
Beneficial owners
38
ADV minimum commitment
$1M

Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX FUND AND CUSTODY SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHNREZNICK LLP PARSIPPANY, New Jersey, United States
Custodian DELAWARE TRUST COMPANY WILMINGTON, Delaware, United States Related to adviser: No
Custodian DIME COMMUNITY BANK NEW YORK, New York, United States Related to adviser: No
Custodian EAST WEST BANK PASADENA, California, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. GREENWICH, Connecticut, United States Related to adviser: No
Custodian TRUIST BANK CHARLOTTE, North Carolina, 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

COHNREZNICK LLP
PCAOB 596

Filing source

Form ADV 2075321 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-8624620037

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
Erik Friedman Executive
N/A Gfg Beacon Fund Iv Gp, Llc Promoter
Brian Robinson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Gfg Beacon Fund Iv Gp, Llc One Sound Shore Drive, Suite 104
Greenwich, CT, 06830