Form D · Private Equity Fund

H Small Cap & Growth IV - Allocate Access, L.P.

Palo Alto, CA · CIK 0002071891

Offering snapshot reported Jan 12, 2026 · SEC filing

Reported sold
$4.14M
Indefinite offering
Investors reported
18
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 17, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.07M$4.14MOct 23, 2025: $4,140,000.00Oct 23, 2025Jan 12, 2026: $4,140,000.00Jan 12, 2026

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 12, 2026Amendment$4,140,000$0vs Oct 23, 202518SEC filing
Oct 23, 2025Initial$4,140,000No comparison18SEC 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
021-561790

Source: Form D, filed Jan 12, 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

H SMALL CAP & GROWTH IV - ALLOCATE ACCESS, L.P.

Investment adviser: ALLOCATE MANAGEMENT COMPANY, LLC

Gross asset value
$5.29M
Beneficial owners
23
ADV minimum commitment
$100K

Reported in Form ADV on Aug 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ATLAS FUND SERVICES, LLC PALO ALTO, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor FRANK, RIMERMAN + CO.LLP PALO ALTO, California, United States
Custodian GRASSHOPPER BANK 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

FRANK, RIMERMAN + CO.LLP
PCAOB 1596

Filing source

Form ADV 2126164 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-3712585256

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 Allocate Management Company, Llc Promoter
N/A Allocate Master Gp 2025, Llc Promoter
Saul A. Cardenas Executive
Owen Timothy Niland Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
502 Waverley Street, Suite 2
Palo Alto, CA, 94301