Form D · Private Equity Fund

O2 INVESTMENT PARTNERS FUND IV-A, L.P.

Bloomfield Hills, MI · CIK 0001933340

Offering snapshot reported Apr 20, 2023 · SEC filing

Reported sold: $444M
Investors reported: 21
Minimum accepted: $0
First sale: Jun 16, 2022

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 21

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 20, 2023	Amendment	$444,475,000	No comparison	21	SEC filing
Jun 15, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, 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: 021-449334

The amounts listed above are aggregated between the Issuer and its related parallel funds and include commitments by the General Partner.

Such fees, if any, will only be paid upon the sale of interests to certain investors and such amounts will not be finalized until the completion of the offering.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
METRIC POINT CAPITAL, LLC	287519

Source: Form D, filed Apr 20, 2023. 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

O2 INVESTMENT PARTNERS FUND IV-A, L.P.

Investment adviser: O2 INVESTMENT PARTNERS, L.P.

Gross asset value: $259M
Beneficial owners: 21
ADV minimum commitment: $10M

Reported in Form ADV on Apr 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator VENTURA FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP CHICAGO, Illinois, United States

Custodian CIBC BANK CHICAGO, Illinois, United States Related to adviser: No

Marketer METRIC POINT CAPITAL, LLC STAMFORD, Connecticut, 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

GRANT THORNTON LLP
PCAOB 248

CIBC BANK
LEI FDXQ75GPEQKRPWABYN63

METRIC POINT CAPITAL, LLC
CRD 287519 · SEC 8-69901

Filing source

Form ADV 2100614 · Apr 29, 2026 · Schedule D 7.B.(1), fund 805-2447330633

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
Name	Reported role
Todd M. Fink	Executive, Promoter
Luke K. Plumpton	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

40900 Woodward Ave., Suite #200
Bloomfield Hills, MI, 48304