Form D · Private Equity Fund
O2 INVESTMENT PARTNERS FUND IV, L.P.
Bloomfield Hills, MI · CIK 0001921320
Offering snapshot reported Apr 20, 2023 · SEC filing
- Reported sold
- $444M Offering amount: $444M
- Investors reported
- 70 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 20, 2022 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 70
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 | 70 | SEC filing |
| Apr 19, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-442580
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, L.P.
Investment adviser: O2 INVESTMENT PARTNERS, L.P.
- Gross asset value
- $244M
- Beneficial owners
- 70
- ADV minimum commitment
- $3M
Reported in Form ADV on Apr 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
CIBC BANK
LEI FDXQ75GPEQKRPWABYN63
Filing source
Form ADV 2100614 · Apr 29, 2026 · Schedule D 7.B.(1), fund 805-3711300243
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.
| Name | Reported role |
|---|---|
| Todd M. Fink | Executive, Promoter |
| Luke K. Plumpton | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Bloomfield Hills, MI, 48304