Form D · Private Equity Fund

PA Secondary Fund IV (Ireland), a sub-fund of Portfolio Advisors ICAV

Darien, CT · CIK 0001809475

Offering snapshot reported Jan 14, 2021 · SEC filing

Reported sold
$133M
Indefinite offering
Investors reported
12
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 31, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$66.3M$133MApr 16, 2020: $34,000,000.00Apr 16, 2020Jul 9, 2020: $108,600,000.00Jul 9, 2020Oct 28, 2020: $112,100,000.00Oct 28, 2020Nov 12, 2020: $117,100,000.00Jan 14, 2021: $132,550,000.00Jan 14, 2021

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$117,100,000 → $132,550,000
  • Reported investors10 → 12

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 14, 2021Amendment$132,550,000$15,450,000vs Nov 12, 202012SEC filing
Nov 12, 2020Amendment$117,100,000$5,000,000vs Oct 28, 202010SEC filing
Oct 28, 2020Amendment$112,100,000$3,500,000vs Jul 9, 20209SEC filing
Jul 9, 2020Amendment$108,600,000$74,600,000vs Apr 16, 20208SEC filing
Apr 16, 2020Initial$34,000,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$827K
Finders' fees
$0
Form D file number
021-365116

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lytton Financial Inc.None
EBW Capital LimitedNone
Heptagon Capital LLPNone

Source: Form D, filed Jan 14, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Adam G. Clemens Director
N/A Davy Global Fund Management Limited Promoter
N/A Davy Investment Fund Services Promoter
William J. Indelicato Director
Kevin Molony Director
Fiona Mulhall Director
Brian P. Murphy Director
N/A Portfolio Advisors, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Portfolio Advisors 9 Old Kings Highway South
Darien, CT, 06820