Form D · Private Equity Fund

HARREN INVESTORS IV, L.P.

Charlottesville, VA · CIK 0001898774

Offering snapshot reported Feb 14, 2023 · SEC filing

Reported sold
$94.1M
Offering amount: $300M
Investors reported
18
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 10, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 18

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 14, 2023Amendment$94,050,000No comparison18SEC filing
Feb 9, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-432865
The general partner of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests.
Placement agent fees to be paid based upon a fee schedule. Such fees are offset dollar-for-dollar against the management fees payable by the Issuer.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
INEO CAPITAL, LLC143262

Source: Form D, filed Feb 14, 2023. 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

HARREN INVESTORS IV, L.P.

Investment adviser: HARREN EQUITY PARTNERS, LLC

Gross asset value
$31.7M
Beneficial owners
18
ADV minimum commitment
$0

Reported in Form ADV on Mar 31, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LTD. CAMANA BAY, Cayman Islands
Custodian FIFTH THIRD BANCORP CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LTD.
PCAOB 1655

FIFTH THIRD BANCORP
LEI THRNG6BD57P9QWTQLG42

Filing source

Form ADV 1966140 · Mar 31, 2025 · Schedule D 7.B.(1), fund 805-7931192501

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
C. Joel Carter Executive, Promoter
Thomas A. Carver Executive, Promoter
C. Taylor Cole, Jr. Executive, Promoter
George Mccabe Executive, Promoter
Lee J. Monahan Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
200 Garrett Street, Suite F
Charlottesville, VA, 22902