Form D · Private Equity Fund

HEALTHEDGE INVESTMENT FUND IV, L.P.

Tampa, FL · CIK 0001900747

Offering snapshot reported Jan 5, 2023 · SEC filing

Reported sold: $9.14M
Investors reported: 18
Minimum accepted: $0
First sale: Dec 22, 2021

Fundraising history

Reported sold

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.

Reported sold$5,750,000 → $9,135,000
Reported investors11 → 18

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 5, 2023	Amendment	$9,135,000	$3,385,000vs Jan 5, 2022	18	SEC filing
Jan 5, 2022	Initial	$5,750,000	No comparison	11	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $500K (estimated)
Finders' fees: $0
Form D file number: 021-428024

Total Offering Amount includes amount for parallel fund(s). Total Amount Sold represents amount sold by Issuer only. Total Remaining to be Sold (also taking into account sales by parallel fund(s)) is $25,940,000.

Estimated amount includes parallel fund(s).

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
TOUCHSTONE GROUP, LLC	None	SYNERGY CAPITAL I, LLC · CRD 47965

Source: Form D, filed Jan 5, 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

HEALTHEDGE INVESTMENT FUND IV, L.P

Investment adviser: HEALTHEDGE INVESTMENT PARTNERS, LLC

Gross asset value: $13M
Beneficial owners: 23
ADV minimum commitment: $500K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ELEMENT 78 PARTNERS, LLC OAKBROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM INTERNATIONAL CHICAGO, Illinois, United States

Marketer SYNERGY CAPITAL I, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: Yes

RSM INTERNATIONAL
PCAOB 49

SYNERGY CAPITAL I, LLC
CRD 47965 · SEC 8-51971

Filing source

Form ADV 2087128 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4800251138

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
HealthEdge Investment Fund II, L.P.	Jan 2, 2013	$47,325,000	62
HealthEdge Investment Fund III, L.P.	Jul 10, 2017	$39,200,000	85
HEALTHEDGE INVESTMENT FUND IV, L.P. (this fund)	Jan 5, 2023	$9,135,000	18

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
Brian W. Anderson	Director
Phillip S. Dingle	Director
Scott J. Heberlein	Director
Jefferey S. Thompson	Director
Jeffery S. Thompson	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

5550 W Executive Drive Suite 230
Tampa, FL, 33609