Form D · Private Equity Fund

MSouth Equity Partners IV, L.P.

Atlanta, GA · CIK 0001740477

Offering snapshot reported May 23, 2018 · SEC filing

Reported sold: $765M
Investors reported: 83
Minimum accepted: $0
First sale: May 11, 2018

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
May 23, 2018	Initial	$764,800,000	No comparison	83	SEC filing

Offering details

Securities: 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: 021-313083

The amount disclosed in Item 13(b) and the number of investors disclosed in Item 14 excludes the General Partner's capital commitment of $27,000,000.

MSouth has paid UBS Securities LLC a non-transaction-contingent advisory fee in connection with this offering and expects to pay UBS Securities LLC an additional commission, calculated as a percentage of the final amount raised.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
UBS Securities LLC	7654

Source: Form D, filed May 23, 2018. 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

MSOUTH EQUITY PARTNERS IV, LP

Investment adviser: MSOUTH EQUITY PARTNERS, LLC

Gross asset value: $896M
Beneficial owners: 104
ADV minimum commitment: $5M

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 CITCO FUND SERVICES (USA), INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE, LLP ATLANTA, Georgia, United States

Custodian BMO HARRIS BANK, NA CHICAGO, Illinois, 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

DELOITTE & TOUCHE, LLP
PCAOB 34

BMO HARRIS BANK, NA
LEI 3Y4U8VZURTYWI1W2K376

Filing source

Form ADV 2069373 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2650128392

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
MSouth Equity Partners II, L.P.	Feb 10, 2012	$352,876,679	37
MSouth Equity Partners III, L.P.	Jun 9, 2015	$567,350,000	66
MSouth Equity Partners IV, L.P. (this fund)	May 23, 2018	$764,800,000	83

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
Barry L. Boniface	Executive
Daniel E. Campbell	Executive
Anthony M. Hauser	Executive
Ryan N. Kopec	Executive
Michael D. Long	Executive
Wanda R. Morgan	Executive
N/A M South Equity Partners Iv Gp, Llc	Promoter
Jerry B. Nowlin Ii	Executive
Peter S. Pettit	Executive
Charles J. Stubbs	Executive
N/A The L.L. Feidler Gst Trust Dated November 19, 2009	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

Two Buckhead Plaza 3050 Peachtree Road Nw, Suite 550
Atlanta, GA, 30305