Form D · Commercial

MENLO REALTY PARTNERS IV LP

Palo Alto, CA · CIK 0001511840

Offering snapshot reported Feb 3, 2011 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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
Feb 3, 2011InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-154818

Source: Form D, filed Feb 3, 2011. 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

MENLO REALTY PARTNERS IV LP

Investment adviser: MENLO EQUITIES V LLC

Gross asset value
$25.8M
Beneficial owners
105
ADV minimum commitment
$1M

Reported in Form ADV on May 2, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG SAN FRANCISCO, California, United States
Custodian BANK OF AMERICA, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian THE NORTHERN TRUST COMPANY MENLO PARK, California, United States Related to adviser: No
Custodian WELLS FARGO BANK SAN FRANCISCO, California, 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

KPMG
PCAOB 185

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

WELLS FARGO BANK
LEI KB1H1DSPRFMYMCUFXT09

Filing source

Form ADV 1759261 · May 2, 2023 · Schedule D 7.B.(1), fund 805-4625480547

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
Henry Bullock Promoter
Richard Holmstrom Promoter
Kenneth Wong Promoter

Issuer details

Industry: Commercial (See others in industry)

Address:
490 California Avenue 4 Th Floor
Palo Alto, CA, 94306