Form D · Other Investment Fund
Milestone Partners IV, L.P.
Radnor, PA · CIK 0001523109
Offering snapshot reported Apr 19, 2013 · SEC filing
- Reported sold
- $302M Indefinite offering
- Investors reported
- 115 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 30, 2011 As reported in this filing
Fundraising history
Reported soldDates 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$162,675,000 → $301,675,000
- Reported investors69 → 115
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 19, 2013 | Amendment | $301,675,000 | $139,000,000vs Sep 17, 2012 | 115 | SEC filing |
| Sep 17, 2012 | Amendment | $162,675,000 | $19,595,000vs Sep 15, 2011 | 69 | SEC filing |
| Sep 15, 2011 | Amendment | $143,080,000 | No comparison | 58 | SEC filing |
| Sep 14, 2011 | Amendment | $65,260,000 | No comparison | 61 | SEC filing |
| Jun 13, 2011 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Jun 13, 2011 | Amendment | Yet to sell | No comparison | 0 | SEC 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
- $1.7M (estimated)
- Finders' fees
- $0
- Form D file number
- Not reported
Total amount sold is inclusive of the sponsor's commitment and subject to the terms of the Issuers' governing documents.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| CSP Securities, LP | 136941 | CSP Securities, LP · CRD 136941 |
Source: Form D, filed Apr 19, 2013. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| John P. Shoemaker | Executive |
| W. Scott Warren | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Radnor, PA, 19087