Form D · Private Equity Fund

Martis Partners IV Three Oaks Co-Invest, LP

Washington, DC · CIK 0002058908

Offering snapshot reported Mar 4, 2025 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

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
Mar 4, 2025	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-539778

Source: Form D, filed Mar 4, 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

MARTIS PARTNERS IV THREE OAKS CO-INVEST LP

Investment adviser: MARTIS CAPITAL MANAGEMENT, LLC

Gross asset value: $63M
Beneficial owners: 8
ADV minimum commitment: $0

Reported in Form ADV on Jul 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS, LLP WASHINGTON, District of Columbia, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Marketer METRIC POINT CAPITAL, LLC STAMFORD, Connecticut, 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

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

METRIC POINT CAPITAL, LLC
CRD 287519 · SEC 8-69901

Filing source

Form ADV 2119409 · Jul 13, 2026 · Schedule D 7.B.(1), fund 805-6866188595

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
Owen Davis	Executive
Mario Moreno	Executive
Barry Uphoff	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2020 K Street Nw Suite 720
Washington, DC, 20006