Form D · Private Equity Fund

Merida Capital Partners IV QP LP

New York, NY · CIK 0001866207

Offering snapshot reported Oct 28, 2021 · SEC filing

Reported sold
$13.8M
Offering amount: $250M
Investors reported
16
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 22, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.89M$13.8MJul 30, 2021: $13,784,900.00Jul 30, 2021Oct 28, 2021: $13,784,900.00Oct 28, 2021

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 28, 2021Amendment$13,784,900$0vs Jul 30, 202116SEC filing
Jul 30, 2021Amendment$13,784,900No comparisonNot reportedSEC filing
Jun 21, 2021AmendmentYet to sellNo comparison0SEC filing
Jun 9, 2021InitialYet to sellNo comparisonNot reportedSEC 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
021-402204
The General Partner has discretion to modify the total offering amount.
Placement agents will be compensated under a formula based on a percentage of issuer's management fee and carried interest, taking the internal rate of return into account. Very roughly, investments of $20MM may result in about $1.2MM in commissions.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Pickwick Capital Partners, LLC130672Brenda Sue Smith · CRD 1036295

Source: Form D, filed Oct 28, 2021. 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

MERIDA CAPITAL PARTNERS IV QP LP

Investment adviser: MERIDA CAPITAL HOLDINGS LLC

Gross asset value
$14.8M
Beneficial owners
83
ADV minimum commitment
$250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FLEMING FINANCIAL SERVICES BEL AIR, Maryland, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SC&H ATTEST SERVICES, P.C. SPARKS, Maryland, United States
Custodian CELADON FINANCIAL GROUP LLC CHATHAM, New Jersey, United States Related to adviser: No
Custodian FLAGSTAR BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian HAYWOOD SECURITIES (USA) INC. VANCOUVER, BRITISH COLUMBIA, Canada Related to adviser: No
Custodian VALLEY NATIONAL BANK PASSAIC, New Jersey, United States Related to adviser: No
Marketer ALLBRIDGE PARTNERS LONDON, United Kingdom Related to adviser: No
Marketer PICKWICK CAPITAL PARTNERS, LLC WHITE PLAINS, New York, 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

SC&H ATTEST SERVICES, P.C.
PCAOB 2297

CELADON FINANCIAL GROUP LLC
SEC 8-47288

FLAGSTAR BANK, N.A.
LEI SS1TRMSN6BRNMOREEV51

HAYWOOD SECURITIES (USA) INC.
SEC 8-49696

VALLEY NATIONAL BANK
LEI KI0VI4JRMCIJ329YTN75

PICKWICK CAPITAL PARTNERS, LLC
CRD 130672 · SEC 8-66373

Filing source

Form ADV 2085720 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6499716397

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
Mitchell N/A Baruchowitz Director, Executive, Promoter
N/A N/A Merida Capital Holdings, Llc Promoter
N/A N/A Merida Manager Iv Lp Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
641 Lexington Avenue Suite 1801
New York, NY, 10022