Form D · Private Equity Fund

MTS Health Investors IV, L.P.

New York, NY · CIK 0001665329

Offering snapshot reported Oct 5, 2016 · SEC filing

Reported sold
$350M
Offering amount: $350M
Investors reported
52
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 12, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$175M$350MFeb 29, 2016: $155,015,000.00Feb 29, 2016Oct 5, 2016: $350,000,000.00Oct 5, 2016

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.

  • Reported sold$155,015,000 → $350,000,000
  • Reported investors24 → 52

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 5, 2016Amendment$350,000,000$194,985,000vs Feb 29, 201652SEC filing
Feb 29, 2016Initial$155,015,000No comparison24SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$2.82M
Finders' fees
$0
Form D file number
021-258278
The general partner reserves the right to offer a greater or lesser amount of limited partner interests.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Probitas Funds Group, LLC115876

Source: Form D, filed Oct 5, 2016. 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

WINDROSE HEALTH INVESTORS IV, L.P.

Investment adviser: WINDROSE HEALTH INVESTORS, LLC

Gross asset value
$282M
Beneficial owners
51
ADV minimum commitment
$100K

Reported in Form ADV on May 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CBIZ CPAS, P.C. NEW YORK, New York, United States
Custodian JPMORGAN CHASE BANK NEW YORK, 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
No

CBIZ CPAS, P.C.
PCAOB 199

Filing source

Form ADV 2103327 · May 5, 2026 · Schedule D 7.B.(1), fund 805-9723699067

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
Alexander Buzik Executive
Curtis S. Lane Executive
Oliver T. Moses Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
623 Fifth Avenue, 16 Th Floor
New York, NY, 10022