Form D · Private Equity Fund
LIT TRE IV, LLC
New York, NY · CIK 0001950093
Offering snapshot reported Oct 6, 2023 · SEC filing
- Reported sold
- $200K Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Oct 1, 2022 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 6, 2023 | Amendment | $200,000 | $0vs Oct 7, 2022 | 1 | SEC filing |
| Oct 7, 2022 | Initial | $200,000 | No comparison | 1 | SEC 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
- 021-461187
Certain affiliates of the Managing Member may receive payments deemed to be made from proceeds of the offering including management fees. The amount of such fees and/or incentive allocations cannot be estimated at this time.
Source: Form D, filed Oct 6, 2023. 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
LIT TRE IV, LLC
Investment adviser: OPTO INVESTMENT MANAGEMENT, LLC
- Gross asset value
- $6.46M
- Beneficial owners
- 3
- ADV minimum commitment
- $100K
Reported in Form ADV on Jul 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Filing source
Form ADV 2122130 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-2164549722
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.
| Name | Reported role |
|---|---|
| Matthew D Malone | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10017