Form D · Private Equity Fund

Lee Equity Partners Fund IV, L.P.

New York, NY · CIK 0001922150

Offering snapshot reported Apr 19, 2024 · SEC filing

Reported sold: $1.07B
Investors reported: 159
Minimum accepted: $0
First sale: Jun 30, 2022

Fundraising history

Reported sold

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$744,397,000 → $1,072,827,000
Reported investors111 → 159

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 19, 2024	Amendment	$1,072,827,000	$328,430,000vs Apr 21, 2023	159	SEC filing
Apr 21, 2023	Amendment	$744,397,000	No comparison	111	SEC filing
Apr 25, 2022	Initial	Yet to sell	No comparison	0	SEC 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: $10M (estimated)
Finders' fees: $0
Form D file number: Not reported

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Evercore Group L.L.C.	42405

Source: Form D, filed Apr 19, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Lee Equity Partners Fund II, L.P	Jul 11, 2017	$315,105,315	31
Lee Equity Partners Fund III, L.P.	Aug 27, 2019	$655,230,000	63
Lee Equity Partners Fund IV, L.P. (this fund)	Apr 19, 2024	$1,072,827,000	159

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
Mark K. Gormley	Executive
Benjamin A. Hochberg	Executive
Yoo Jin Kim	Executive
Thomas H. Lee	Executive
Mark Mauceri	Executive
Daniel J. Rodriguez	Executive
Joseph B. Rotberg	Executive
Collins P. Ward	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

40 West 57 Th Street, Suite 1620
New York, NY, 10019