Form D · Private Equity Fund

Newbury Equity Partners IV L.P.

Stamford, CT · CIK 0001698128

Offering snapshot reported Feb 22, 2018 · SEC filing

Reported sold: $1.41B
Investors reported: 40
Minimum accepted: $450K
First sale: May 1, 2017

Fundraising history

Reported sold

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$1,269,900,000 → $1,407,500,000
Reported investors27 → 40
Minimum accepted$0 → $450,000

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 22, 2018	Amendment	$1,407,500,000	$137,600,000vs Oct 2, 2017	40	SEC filing
Oct 2, 2017	Amendment	$1,269,900,000	$161,850,000vs Jul 11, 2017	27	SEC filing
Jul 11, 2017	Amendment	$1,108,050,000	No comparison	21	SEC filing
Apr 18, 2017	Initial	Yet to sell	No comparison	0	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: 021-285024

The "Total Amount Sold" includes the $661,000,000 subscription of Newbury Equity Partners IV (Cayman) L.P. (a "feeder fund") to 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 L.P.

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value: $1.45B
Beneficial owners: 89
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 805-8437823461

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
Newbury Equity Partners II L.P.	Jul 16, 2010	$920,675,000	66
Newbury Equity Partners III L.P.	Mar 5, 2014	$947,000,000	30
Newbury Equity Partners IV L.P. (this fund)	Feb 22, 2018	$1,407,500,000	40
Newbury Equity Partners V L.P.	Feb 23, 2021	$1,303,850,000	50
Newbury Equity Partners VI L.P.	Jun 6, 2024	$122,115,000	28

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
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
N/A Newbury Equity Partners Iv Gp L.P.	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