Form D · Hedge Fund

JB INVESTMENTS FUND IV, L.P.

Phoenixville, PA · CIK 0001932940

Offering snapshot reported Jul 17, 2026 · SEC filing

Reported sold
$859M
Indefinite offering
Investors reported
202
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jun 1, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$430M$859MJun 13, 2022: $456,380,000.00Jun 13, 2022Jul 29, 2022: $456,380,000.00Jul 28, 2023: $692,227,296.00Jul 28, 2023Jul 26, 2024: $701,677,296.00Jul 26, 2024Jul 25, 2025: $771,057,696.00Jul 25, 2025Jul 17, 2026: $859,066,444.00Jul 17, 2026

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$771,057,696 → $859,066,444
  • Reported investors181 → 202

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 17, 2026Amendment$859,066,444$88,008,748vs Jul 25, 2025202SEC filing
Jul 25, 2025Amendment$771,057,696$69,380,400vs Jul 26, 2024181SEC filing
Jul 26, 2024Amendment$701,677,296$9,450,000vs Jul 28, 2023167SEC filing
Jul 28, 2023Amendment$692,227,296$235,847,296vs Jul 29, 2022156SEC filing
Jul 29, 2022Amendment$456,380,000$0vs Jun 13, 2022119SEC filing
Jun 13, 2022Initial$456,380,000No comparison119SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$1.18M
Finders' fees
$0
Form D file number
021-448995

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
PJT PARTNERS LP171058PJT PARTNERS LP · CRD 171058
ALDEN INVESTMENT GROUP317077J. ALDEN ASSOCIATES, INC · CRD 40002

Source: Form D, filed Jul 17, 2026. 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

JB INVESTMENTS FUND IV, L.P.

Investment adviser: JB INVESTMENTS MANAGEMENT, LLC

Gross asset value
$773M
Beneficial owners
253
ADV minimum commitment
$1M

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES HOLDINGS, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP SHORT HILLS, ESSEX COUNTY, New Jersey, United States
Custodian INTERACTIVE BROKERS LLC NEW YORK, New York, United States Related to adviser: Yes
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: Yes
Custodian NORTHERN TRUST COMPANY JERSEY CITY, New Jersey, United States Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: Yes
Marketer J. ALDEN ASSOCIATES, INC. JENKINTOWN, Pennsylvania, United States Related to adviser: No
Marketer PJT PARTNERS LP NEW YORK, New York, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Prime broker PERSHING LLC JERSEY CITY, New Jersey, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

INTERACTIVE BROKERS LLC
SEC 8-47257

MORGAN STANLEY & CO. LLC
SEC 8-15869

PERSHING LLC
SEC 8-17574

J. ALDEN ASSOCIATES, INC.
CRD 40002 · SEC 8-48938

PJT PARTNERS LP
CRD 171058 · SEC 8-69442

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

PERSHING LLC
CRD 7560 · SEC 8-17574

Filing source

Form ADV 2075657 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-4356785788

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
* Jb Investments Fund Iv Gp, Llc Promoter
Brian Joseph Riley Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
355 Valley Park Road
Phoenixville, PA, 19460