Form D · Private Equity Fund

NewRoad Fund IV, L.P.

Bentonville, AR · CIK 0001906479

Offering snapshot reported Feb 18, 2025 · SEC filing

Reported sold
$247M
Indefinite offering
Investors reported
165
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 31, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$124M$247MJan 28, 2022Jan 27, 2023: $185,342,500.00Jan 27, 2023Aug 23, 2024: $239,417,500.00Feb 18, 2025: $247,017,500.00Feb 18, 2025

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$239,417,500 → $247,017,500
  • Reported investors163 → 165

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 18, 2025Amendment$247,017,500$7,600,000vs Aug 23, 2024165SEC filing
Aug 23, 2024Amendment$239,417,500$54,075,000vs Jan 27, 2023163SEC filing
Jan 27, 2023Amendment$185,342,500No comparison125SEC filing
Jan 28, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-431301
Placement Agent Fees to be paid upon an established fee schedule.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Finalis Securities LLC305908

Source: Form D, filed Feb 18, 2025. 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

NEWROAD FUND IV, L.P.

Investment adviser: NEWROAD CAPITAL PARTNERS, LLC

Gross asset value
$295M
Beneficial owners
180
ADV minimum commitment
$2M

Reported in Form ADV on Aug 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE, LLP DALLAS, Texas, United States
Custodian FIRST SECURITY BANK SEARCY, Arkansas, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK N.A. TULSA, Oklahoma, United States Related to adviser: No
Marketer DENNING & COMPANY LLC SAN FRANCISCO, California, United States Related to adviser: No
Marketer FINALIS SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer INNOVATION PARTNERS LLC CHARLOTTE, North Carolina, United States Related to adviser: No
Marketer INVICTA CAPITAL LLC OAKMONT, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE, LLP
PCAOB 34

FIRST SECURITY BANK
LEI 254900561K135J92VD38

JPMORGAN CHASE BANK N.A.
LEI 7H6GLXDRUGQFU57RNE97

DENNING & COMPANY LLC
CRD 115971 · SEC 8-53532

FINALIS SECURITIES LLC
CRD 305908 · SEC 8-70425

INNOVATION PARTNERS LLC
CRD 146344 · SEC 801-78702

INVICTA CAPITAL LLC
CRD 288101 · SEC 8-69923

Filing source

Form ADV 2129365 · Aug 28, 2026 · Schedule D 7.B.(1), fund 805-9894669744

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
Clete T. Brewer Director, Executive
Christopher Ladd Director, Executive
[None] New Road Fund Iv Gp, L.P. Executive
[None] New Road Fund Iv Ugp, Llc Executive
Stefan Sterns Director, Executive
Jeremy Wilson Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
215 Nw A St, Suite 510
Bentonville, AR, 72712