Form D · Other Investment Fund

MERCED PARTNERS IV, L.P.

Minnetonka, MN · CIK 0001581698

Offering snapshot reported Jul 29, 2013 · SEC filing

Reported sold
$439M
Offering amount: $800M
Investors reported
32
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Jul 15, 2013
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
Jul 29, 2013Initial$439,230,000No comparison32SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-200385

Source: Form D, filed Jul 29, 2013. 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

MERCED PARTNERS IV, L.P.

Investment adviser: MERCED CAPITAL, L.P.

Gross asset value
$25M
Beneficial owners
128
ADV minimum commitment
$5M

Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP MINNEAPOLIS, Minnesota, United States
Custodian PRINCIPAL FINANCIAL GROUP, INC. MINNEAPOLIS, Minnesota, United States Related to adviser: No
Custodian US BANK, NATIONAL ASSOCIATION MINNEAPOLIS, Minnesota, 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

ERNST & YOUNG LLP
PCAOB 42

PRINCIPAL FINANCIAL GROUP, INC.
LEI CUMYEZJOAF02RYZ1JJ85

Filing source

Form ADV 2057687 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-2169721364

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
Joel Anderson Executive
Stuart B. Brown Executive
David A. Ericson Executive
Mary Fahey Executive
Thomas G. Rock Executive
Vince Vertin Executive
Hendrik Vroege Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
601 Carlson Parkway Suite 200
Minnetonka, MN, 55305