Form D · Other Investment Fund

InSolve Global Credit Fund IV, L.P.

Scottsdale, AZ · CIK 0001769207

Offering snapshot reported Mar 5, 2020 · SEC filing

Reported sold
$1.05B
Indefinite offering
Investors reported
267
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 6, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 267

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 5, 2020Amendment$1,049,270,000No comparison267SEC filing
Mar 5, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-334086
The total amount sold includes amounts in respect of the Issuer's feeder funds.
Placement agent fees are to be paid based upon an established fee schedule. Such fees are offset dollar for dollar against management fees payable to the Issuer.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Lazard Freres & Co. LLC2528

Source: Form D, filed Mar 5, 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

INSOLVE GLOBAL CREDIT FUND IV, LP

Investment adviser: BALBEC CAPITAL MANAGEMENT LP

Gross asset value
$689M
Beneficial owners
447
ADV minimum commitment
$0

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

Service providers

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG GEORGE TOWN, Cayman Islands
Custodian CITIZENS BANK NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN NEW YORK, New York, United States Related to adviser: No
Custodian U.S. BANK CHICAGO, Illinois, United States Related to adviser: No
Marketer BALBEC KPL KOREA (CONSULTANT AND MARKETING SUPPORT) SEOUL, Korea, South Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
Marketer RBC CAPITAL MARKETS, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG
PCAOB 1323

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

RBC CAPITAL MARKETS, LLC
CRD 31194 · SEC 801-13059

Filing source

Form ADV 2099104 · Apr 27, 2026 · Schedule D 7.B.(1), fund 805-8854578935

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
Philip Daniels Director, Executive
Scott Gilbert Director, Executive
Jeff C. Padden Director, Executive
Charles Rusbasan Director, Executive
Warren Spector Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
7114 E Stetson Drive, Suite 250
Scottsdale, AZ, 85251