Form D · Other Investment Fund

MAI Solamere Series IV Leaders Fund, L.P.

Independence,, OH · CIK 0002037338

Offering snapshot reported Mar 17, 2025 · SEC filing

Reported sold
$16.8M
Indefinite offering
Investors reported
40
Form D · investor count
Minimum accepted
$150K
Reported outside-investor minimum
First sale
Mar 4, 2025
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 17, 2025Initial$16,750,000No comparison40SEC 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
021-541106

Source: Form D, filed Mar 17, 2025. 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

MAI SOLAMERE SERIES IV LEADERS FUND, LP

Investment adviser: MAI CAPITAL MANAGEMENT, LLC

Gross asset value
$10.8M
Beneficial owners
48
ADV minimum commitment
$150K

Reported in Form ADV on Sep 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS PRIVATE FUND SOLUTIONS, LLC CINCINNATI, Ohio, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor BDO CHICAGO, Illinois, United States
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO
PCAOB 243

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Filing source

Form ADV 2117426 · Sep 18, 2026 · Schedule D 7.B.(1), fund 805-9847810613

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
Richard Buoncore Executive, Promoter
Mai Capital Management, Llc Promoter
Mai Solamere Series Iv Leaders Fund Gp, Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6050 Oak Tree Blvd, Suite 500
Independence,, OH, 44131