Form D · Other Investment Fund

Palatine Real Estate Fund IV, LP

New York, NY · CIK 0001935815

Offering snapshot reported Aug 22, 2023 · SEC filing

Reported sold
$440M
Indefinite offering
Investors reported
133
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 25, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 133

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 22, 2023Amendment$439,720,000No comparison133SEC filing
Aug 24, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-456822
Placement Agent fees to be paid upon an established schedule.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Allegro Securities LLC139514

Source: Form D, filed Aug 22, 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

PALATINE REAL ESTATE FUND IV, LP

Investment adviser: PALATINE FUND ADVISORS, LLC

Gross asset value
$593M
Beneficial owners
171
ADV minimum commitment
$100K

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator KAUFMAN ROSSIN ALTERNATIVE INVESTMENT SERVICES MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MAYER HOFFMAN MCCANN P.C. CHICAGO, Illinois, United States
Custodian NORTHERN TRUST CHICAGO, Illinois, United States Related to adviser: No
Marketer ALLEGRO SECURITIES LLC SAN ANTONIO, Texas, 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

MAYER HOFFMAN MCCANN P.C.
PCAOB 199

ALLEGRO SECURITIES LLC
CRD 139514 · SEC 8-67218

Filing source

Form ADV 2055976 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-9013236783

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
Jason Betesh Director
Alexander B. Hurst Executive
Brooke Klink Director
[None] Palatine Real Estate Fund Iv Gp, Llc Executive
Seth Saideman Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
747 Third Avenue Unit 2602
New York, NY, 10017