Form D · Pooled Investment Fund

HoldCo Opportunities Fund IV, L.P.

Fort Lauderdale, FL · CIK 0001874263

Offering snapshot reported Aug 11, 2021 · SEC filing

Reported sold
$236M
Offering amount: $1B
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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
Aug 11, 2021Amendment$236,140,000No comparisonNot reportedSEC filing
Jul 26, 2021Initial$236,140,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-407684

Source: Form D, filed Aug 11, 2021. 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

HOLDCO OPPORTUNITIES FUND IV, L.P.

Investment adviser: HOLDCO ASSET MANAGEMENT, LP

Gross asset value
$1.28B
Beneficial owners
35
ADV minimum commitment
$5M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator US BANCORP FUND SERVICES MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG NEW YORK, New York, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian US BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG
PCAOB 185

INTERACTIVE BROKERS LLC
SEC 8-47257

US BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Filing source

Form ADV 2068499 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-2850001760

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
Vikaran Ghei Executive
Jonathan Leitner Executive
James Mc Kee Executive
Michael Zaitzeff Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
300 Se 2nd Street Suite 600
Fort Lauderdale, FL, 33301