Form D · Private Equity Fund

Long Wharf Real Estate Partners IV, L.P.

Boston, MA · CIK 0001564394

Offering snapshot reported Jul 15, 2013 · SEC filing

Reported sold
$166M
Indefinite offering
Investors reported
14
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Aug 14, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$82.9M$166MDec 12, 2012: $61,330,000.00Dec 12, 2012Jan 4, 2013: $71,330,000.00Jul 15, 2013: $165,850,000.00Jul 15, 2013

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$71,330,000 → $165,850,000
  • Reported investors6 → 14
  • Minimum accepted$330,000 → $250,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 15, 2013Amendment$165,850,000$94,520,000vs Jan 4, 201314SEC filing
Jan 4, 2013Amendment$71,330,000$10,000,000vs Dec 12, 20126SEC filing
Dec 12, 2012Initial$61,330,000No comparison6SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.1, 3C.5, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-188218
None

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
N/ANone

Source: Form D, filed Jul 15, 2013. 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

LONG WHARF REAL ESTATE PARTNERS IV, L.P.

Investment adviser: LONG WHARF CAPITAL LLC

Gross asset value
$6.2M
Beneficial owners
21
ADV minimum commitment
$250K

Reported in Form ADV on Mar 28, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. BOSTON, Massachusetts, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Filing source

Form ADV 1848943 · Mar 28, 2024 · Schedule D 7.B.(1), fund 805-6670840652

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
John R. Barrie Executive
Michael L. Elizondo Executive
Jeffrey S. Gandel Executive
N/A Lrep Iv Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Federal Street
Boston, MA, 02110