Form D · Private Equity Fund

Heritage Healthcare Innovation Fund IV, LP

Nashville, TN · CIK 0001961281

Offering snapshot reported Apr 7, 2025 · SEC filing

Reported sold: $344M
Investors reported: 51
Minimum accepted: $0
First sale: Apr 11, 2023

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$229,500,000 → $344,475,246
Reported investors29 → 51

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 7, 2025	Amendment	$344,475,246	$114,975,246vs Apr 9, 2024	51	SEC filing
Apr 9, 2024	Amendment	$229,500,000	No comparison	29	SEC filing
Apr 10, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-478387

The total amount sold includes capital committed by the General Partner.

A placement agent will be paid a fixed retainer and/or a fee equal to a certain percentage of the capital commitments of the Issuer made by certain investors.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Houlihan Lokey Capital, Inc.	17708

Source: Form D, filed Apr 7, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Heritage Healthcare Innovation Fund, LP	Apr 25, 2012	$157,050,000	29
HERITAGE HEALTHCARE INNOVATION FUND II, LP	May 13, 2015	$100,000,000	8
Heritage Healthcare Innovation Fund III, LP	Dec 14, 2020	$306,689,985	54
Heritage Healthcare Innovation Fund IV, LP (this fund)	Apr 7, 2025	$344,475,246	51

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
Jesse Bland	Executive
Lauren Brueggen	Executive
Bryan Bui	Executive
N/A Hhif Iv Gp, Llc	Executive
Graham Hunter	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

10 Burton Hills Boulevard Suite 250
Nashville, TN, 37215