Form D · Private Equity Fund

JTS Capital Fund IV, L.P.

Waco, TX · CIK 0002014488

Offering snapshot reported Aug 14, 2024 · SEC filing

Reported sold
$50.1M
Indefinite offering
Investors reported
8
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Feb 20, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$25.1M$50.1MMar 7, 2024: $8,950,000.00Mar 7, 2024Aug 14, 2024: $50,100,000.00Aug 14, 2024

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$8,950,000 → $50,100,000
  • Reported investors7 → 8

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 14, 2024Amendment$50,100,000$41,150,000vs Mar 7, 20248SEC filing
Mar 7, 2024Initial$8,950,000No comparison7SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-506931

Source: Form D, filed Aug 14, 2024. 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

JTS CAPITAL FUND IV GP, LLC

Investment adviser: JTS FUND ADVISORS, LLC

Gross asset value
$95.7M
Beneficial owners
5
ADV minimum commitment
$100K

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

Service providers

Auditor FORVIS MAZARS, LLP DALLAS, Texas, United States
Custodian U.S. BANK NATIONAL ASSOCIATION FLORENCE, South Carolina, 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

FORVIS MAZARS, LLP
PCAOB 686

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Filing source

Form ADV 2076458 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-5838648572

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
Gregory Evans Director, Executive
James Thomas Sartain Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3208 Greenleaf Drive
Waco, TX, 76710