Form D · Other Investment Fund

HCP NHC IV Investors, L.P.

San Francisco, CA · CIK 0001529808

Offering snapshot reported Sep 15, 2011 · SEC filing

Reported sold
$15M
Indefinite offering
Investors reported
11
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 29, 2011
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 15, 2011Initial$15,000,000No comparison11SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-165898

Source: Form D, filed Sep 15, 2011. 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

HCP NHC IV INVESTORS, L.P.

Investment adviser: HALL CAPITAL PARTNERS LLC

Gross asset value
$1.11M
Beneficial owners
11
ADV minimum commitment
$500K

Reported in Form ADV on Mar 19, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C GLOBEOP NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PWC LLP SAN FRANCISCO, California, United States
Custodian CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, 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

PWC LLP
PCAOB 238

CHARLES SCHWAB & CO., INC.
SEC 8-16514

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Filing source

Form ADV 1962732 · Mar 19, 2025 · Schedule D 7.B.(1), fund 805-4497324193

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
Matthew R. Barger Director
John F. Bouymaster Director, Executive
Kathryn A. Hall Director, Executive
N/A Hcp Spv Management, Llc Promoter
F. Warren Hellman Director
Mark E. Mc Kee Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Maritime Plaza, 5 Th Floor
San Francisco, CA, 94111