Form D · Investing

OZE Capital Fund IV LP

Florham Park, NJ · CIK 0002035202

Offering snapshot reported Sep 25, 2024 · SEC filing

Reported sold: $25.6M
Investors reported: 57
Minimum accepted: $100K
First sale: Aug 12, 2024

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$24,515,000 → $25,640,000
Reported investors54 → 57

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 25, 2024	Amendment	$25,640,000	$1,125,000vs Aug 27, 2024	57	SEC filing
Aug 27, 2024	Initial	$24,515,000	No comparison	54	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-522542

Source: Form D, filed Sep 25, 2024. 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

OZE CAPITAL FUND IV LP

Investment adviser: OZE CAPITAL LLC

Gross asset value: $17.4M
Beneficial owners: 57
ADV minimum commitment: $100K

Reported in Form ADV on Aug 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX FUND SERVICES EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian APEX GROUP LTD COSTA MESA, California, United States Related to adviser: No

Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No

Custodian FLAGSTAR BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Filing source

Form ADV 2128013 · Aug 25, 2026 · Schedule D 7.B.(1), fund 805-9581428576

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
Michael Miller	Executive
Llc Oze Capital,	Director

Issuer details

Industry: Investing (See others in industry)

Address:

258 Vreeland Road, Suite 201
Florham Park, NJ, 07932