Form D · Private Equity Fund

Palm Beach Capital Fund IV, L.P.

West Palm Beach, FL · CIK 0001660491

Offering snapshot reported Dec 7, 2016 · SEC filing

Reported sold: $49.4M
Investors reported: 39
Minimum accepted: $100K
First sale: Feb 25, 2016

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 39
Minimum accepted$1,000,000 → $100,000

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 7, 2016	Amendment	$49,350,000	No comparison	39	SEC filing
Dec 10, 2015	Initial	Yet to sell	No comparison	0	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 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-252770

Source: Form D, filed Dec 7, 2016. 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

PALM BEACH CAPITAL FUND IV

Investment adviser: PALM BEACH CAPITAL MANAGEMENT III, LLC

Gross asset value: $117M
Beneficial owners: 64
ADV minimum commitment: $1M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor CROWE LLP CHICAGO, Illinois, United States

Custodian CANADIAN IMPERIAL BANK OF COMMERCE, CIBC CHICAGO, Illinois, United States Related to adviser: No

Provider details

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

CROWE LLP
PCAOB 173

Filing source

Form ADV 2067742 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-9016926961

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Palm Beach Capital Fund III, L.P.	Mar 28, 2011	$68,820,000	50
Palm Beach Capital Fund IV, L.P. (this fund)	Dec 7, 2016	$49,350,000	39
PALM BEACH CAPITAL FUND V, L.P.	Apr 16, 2021	$132,400,000	58
Palm Beach Capital Fund VI, L.P.	Mar 11, 2024	$278,900,000	122

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 J. Chalhub	Director
James W. Harpel	Director
Effie T. Lachman	Executive
Shaun L. Mcgruder	Director, Executive
Michael L. Schmickle	Director, Executive
Effie Tzirtziropoulos	Executive
Nathan S. Ward	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

525 South Flagler Drive Suite 201
West Palm Beach, FL, 33401