Form D · Private Equity Fund

Palladium Equity Partners IV, L.P.

New York, NY · CIK 0001554773

Offering snapshot reported May 8, 2014 · SEC filing

Reported sold
$1.12B
Indefinite offering
Investors reported
60
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 11, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$559M$1.12BJul 26, 2012: $194,558,824.00Jul 26, 2012Mar 25, 2014: $638,387,000.00Apr 25, 2014: $1,118,237.00May 8, 2014: $1,118,237,000.00May 8, 2014

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$1,118,237 → $1,118,237,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 8, 2014Amendment$1,118,237,000$1,117,118,763vs Apr 25, 201460SEC filing
Apr 25, 2014Amendment$1,118,237-$637,268,763vs Mar 25, 201460SEC filing
Mar 25, 2014Amendment$638,387,000$443,828,176vs Jul 26, 201230SEC filing
Jul 26, 2012Initial$194,558,824No comparison7SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$8.25M
Finders' fees
$0
Form D file number
021-181854
Limited Partnership Interests

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Fortress Group, Inc.104408Fortress Group, Inc. · CRD 104408
Sabertia Capita Partners SLNone

Source: Form D, filed May 8, 2014. 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

PALLADIUM EQUITY PARTNERS IV, LP

Investment adviser: PALLADIUM EQUITY PARTNERS ADVISOR, LLC

Gross asset value
$1.23B
Beneficial owners
64
ADV minimum commitment
$10M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States
Custodian JP MORGAN CHASE BANK NA NEWARK, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Filing source

Form ADV 2069688 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2071261979

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
Eugenie M. Cesar Fabian Executive
Rafael Ortiz Executive
N/A Palladium Equity Partners Iv, L.L.C. Promoter
David Perez Executive
Kevin L. Reymond Executive
Marcos A. Rodriguez Executive
Erik A. Scott Director
Alex Ventosa Director
Luis Zaldivar Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1270 Avenue Of The Americas, Suite 2200
New York, NY, 10020