Form D · Other Investment Fund

Horsley Bridge Strategic Fund IV, L.P.

San Francisco, CA · CIK 0001813107

Offering snapshot reported May 26, 2020 · SEC filing

Reported sold
Yet to sell
Offering amount: $250M
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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
May 26, 2020InitialYet 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
Finders' fees
$0 (estimated)
Form D file number
021-367660
Fees will be paid to financial consultants under Consulting Agreements for certain investors that could constitute finder fees. Amount is indeterminate at this time.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Introduction Capital Inc.None

Source: Form D, filed May 26, 2020. 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

HORSLEY BRIDGE STRATEGIC FUND IV, L.P.

Investment adviser: HORSLEY BRIDGE PARTNERS LLC

Gross asset value
$255M
Beneficial owners
15
ADV minimum commitment
$1M

Reported in Form ADV on Jun 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS LLP SAN FRANCISCO, California, United States
Custodian CITIZENS BANK, NA PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian J.P. MORGAN CHASE BANK, N.A. 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
Custodian RAYMOND JAMES & ASSOCIATES, INC. NEW YORK, New York, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

CITIZENS BANK, NA
LEI DRMSV1Q0EKMEXLAU1P80

J.P. MORGAN CHASE BANK, N.A.
LEI 8I5DZWZKVSZI1NUHU748

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

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Filing source

Form ADV 2111779 · Jun 17, 2026 · Schedule D 7.B.(1), fund 805-4396895039

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
Du Chai Executive, Promoter
Lance Cottrill Executive, Promoter
Joshua D. Freeman Executive, Promoter
Alfred J. Giuffrida Executive, Promoter
Hb Strategic Fund Iv, Llc Executive, Promoter
Horsley Bridge Partners Llc Executive, Promoter
Kathryn Mayne Executive, Promoter
Mark Moore Executive
Kathleen M. Murphy Executive, Promoter
Elizabeth D. Obershaw Executive, Promoter
Jon Roller Executive
Yi Sun Executive, Promoter
Clara Vu Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
505 Montgomery Street 21 St Floor
San Francisco, CA, 94111