Form D · Other Investment Fund

LSV Special Opportunities Fund IV, L.P.

Grand Cayman, E9 · CIK 0001570413

Offering snapshot reported Feb 25, 2014 · SEC filing

Reported sold
$318M
Indefinite offering
Investors reported
28
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Jul 16, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$159M$318MFeb 25, 2013: $83,000,000.00Feb 25, 2013Feb 25, 2014: $317,899,998.00Feb 25, 2014

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$83,000,000 → $317,899,998
  • Reported investors5 → 28

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 25, 2014Amendment$317,899,998$234,899,998vs Feb 25, 201328SEC filing
Feb 25, 2013Initial$83,000,000No comparison5SEC filing

Offering details

Securities
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
021-192342

Source: Form D, filed Feb 25, 2014. 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

LSV SPECIAL OPPORTUNITIES FUND IV, L.P.

Investment adviser: LGK ADVISORS, LLC

Gross asset value
$23.4M
Beneficial owners
26
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP NEW YORK, New York, United States
Custodian CITCO BANKING CORPORATION N.V. WILLEMSTAD, Curacao Related to adviser: No
Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No
Marketer ACCESS EQUITY MANAGEMENT LIMITED LONDON, United Kingdom Related to adviser: No
Marketer BLUE SAND SECURITIES LLC SCOTTSDALE, Arizona, United States Related to adviser: No
Marketer OLD CITY SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer TGIT MANAGEMENT SA NYON, Switzerland Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

CITCO BANKING CORPORATION N.V.
LEI 549300HEYP0HGEVT8L46

BLUE SAND SECURITIES LLC
CRD 142976 · SEC 8-67514

OLD CITY SECURITIES LLC
CRD 171910 · SEC 8-69488

Filing source

Form ADV 2068782 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8264539593

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
Daniel R. Altman Executive
Saul E. Diamond Executive
N/A Lgk Advisors, L.P. Executive
N/A Lgk General Partner Iv, Llc Promoter
David G. Tisch Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Citco Fund Services (Cayman) Limited 89 Nexus Way, 2nd Floor, Camana Bay
Grand Cayman, E9, KY1-1205