Form D · Private Equity Fund

Newbury Equity Partners IV (Cayman) L.P.

Stamford, CT · CIK 0001698130

Offering snapshot reported Feb 22, 2018 · SEC filing

Reported sold
$661M
Offering amount: $1.41B
Investors reported
37
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
May 1, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$331M$661MApr 18, 2017Jul 11, 2017: $495,400,000.00Jul 11, 2017Oct 2, 2017: $550,000,000.00Oct 2, 2017Feb 22, 2018: $661,000,000.00Feb 22, 2018

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$550,000,000 → $661,000,000
  • Reported investors29 → 37
  • Minimum accepted$0 → $500,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 22, 2018Amendment$661,000,000$111,000,000vs Oct 2, 201737SEC filing
Oct 2, 2017Amendment$550,000,000$54,600,000vs Jul 11, 201729SEC filing
Jul 11, 2017Amendment$495,400,000No comparison18SEC filing
Apr 18, 2017InitialYet to sellNo comparison0SEC 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
021-285028
The "Total Offering Amount" includes the aggregate offering amount of Newbury Equity Partners IV L.P., of which the Issuer is a "feeder fund". The "Total Amount Sold" represents only amounts sold in the Issuer.

Source: Form D, filed Feb 22, 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

NEWBURY EQUITY PARTNERS IV (CAYMAN) L.P.

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value
$661M
Beneficial owners
37
ADV minimum commitment
$250K

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor DELOITTE & TOUCHE STAMFORD, Connecticut, United States
Custodian CITIZENS BANK NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC DENVER, Colorado, United States Related to adviser: No
Custodian SILICON VALLEY BANK NEWTON, Massachusetts, 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
PCAOB 34

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-1025083347

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
Gerald Esposito Executive
Christopher Jaroch Executive
Richard C. Lichter Executive
N/A Newbury Associates Llc Director
N/A Newbury Equity Partners Iv Gp Llc Director
Warren Symon Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Newbury Partners Llc 100 First Stamford Place, Second Floor
Stamford, CT, 06902