Form D · Other Investment Fund

Marble Capital Fund IV, L.P.

Houston, TX · CIK 0001916170

Offering snapshot reported Mar 7, 2024 · SEC filing

Reported sold: $707M
Investors reported: 718
Minimum accepted: $100K
First sale: Apr 1, 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$501,763,095 → $707,456,363

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 7, 2024	Amendment	$707,456,363	$205,693,268vs Mar 10, 2023	718	SEC filing
Mar 10, 2023	Amendment	$501,763,095	No comparison	718	SEC filing
Mar 11, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-436890

Source: Form D, filed Mar 7, 2024. 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

MARBLE CAPITAL FUND IV, L.P.

Investment adviser: MARBLE CAPITAL LP

Gross asset value: $660M
Beneficial owners: 911
ADV minimum commitment: $100K

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

Service providers

Fund administrator TMF GROUP CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE HOUSTON, Texas, United States

Custodian BANK OF AMERICA, N.A. HOUSTON, Texas, United States Related to adviser: No

Custodian STIFEL BANK CLAYTON, Missouri, United States Related to adviser: No

Marketer JONES LANG LASALLE SECURITIES, LLC LOS ANGELES, California, United States Related to adviser: No

Marketer SALIENT CAPITAL L.P. HOUSTON, Texas, United States Related to adviser: No

Marketer SP SECURITIES LLC HOUSTON, Texas, United States Related to adviser: No

Marketer SUNBELT SECURITIES HOUSTON, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE
PCAOB 34

JONES LANG LASALLE SECURITIES, LLC
CRD 120738 · SEC 8-65341

SALIENT CAPITAL L.P.
CRD 147912 · SEC 8-67938

SP SECURITIES LLC
CRD 130560 · SEC 8-66360

SUNBELT SECURITIES
CRD 42180 · SEC 801-71479

Filing source

Form ADV 1828625 · Mar 28, 2024 · Schedule D 7.B.(1), fund 805-4149463236

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
Name	Reported role
Adam Allen	Director
Carson Mc Daniel	Executive
David K Oelfke	Director
Matthew Rotan	Director
David Stockton	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

10000 Memorial Drive Suite 950
Houston, TX, 77024