Form D · Private Equity Fund

JCR Income Plus Fund IV, L.P.

Denver, CO · CIK 0001719952

Offering snapshot reported Nov 2, 2017 · SEC filing

Reported sold: $4.38M
Investors reported: 31
Minimum accepted: $500K
First sale: Oct 20, 2017

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 2, 2017	Initial	$4,380,000	No comparison	31	SEC filing

Offering details

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

Sales commissions: $21.3K (estimated)
Finders' fees: $0
Form D file number: 021-297946

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Perth Advisors LLC	152080	Michael Patrick Campbell · CRD 2978456
Stonehaven, LLC	118913	Rana Vasu Prasad · CRD 4390181

Source: Form D, filed Nov 2, 2017. 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

JCR INCOME PLUS FUND IV, L.P.

Investment adviser: WALKER & DUNLOP INVESTMENT PARTNERS, INC.

Gross asset value: $1.35M
Beneficial owners: 58
ADV minimum commitment: $100K

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 MUFG NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM DENVER, Colorado, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Marketer PERTH ADVISORS LLC NEW YORK, New York, United States Related to adviser: No

Marketer STONEHAVEN, LLC 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: Yes
External marketing: Yes

RSM
PCAOB 49

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

PERTH ADVISORS LLC
CRD 152080 · SEC 8-68423

STONEHAVEN, LLC
CRD 118913 · SEC 8-53699

Filing source

Form ADV 2067932 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-6788560846

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
Name	Reported role
N/A Jcr Capital Investment Company, Llc	Executive
N/A Jcr Capital Investment Corporation	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1225 17 Th Street, Suite 1660
Denver, CO, 80202