Form D · Private Equity Fund

Pamlico Capital IV, L.P.

Charlotte, NC · CIK 0001690246

Offering snapshot reported Nov 22, 2016 · SEC filing

Reported sold
$910M
Offering amount: $910M
Investors reported
63
Form D · investor count
Minimum accepted
$125K
Reported outside-investor minimum
First sale
Nov 7, 2016
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 22, 2016Initial$910,000,000No comparison63SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$5.57M
Finders' fees
$0
Form D file number
021-274932

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
UBS Securities LLC7654

Source: Form D, filed Nov 22, 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

PAMLICO CAPITAL IV, L.P.

Investment adviser: PAMLICO CAPITAL MANAGEMENT, LP

Gross asset value
$1.1B
Beneficial owners
65
ADV minimum commitment
$125K

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 GRANT THORNTON, LLP CHARLOTTE, North Carolina, United States
Custodian FIRST CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Custodian TRUIST BANK CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian TRUIST INVESTMENT SERVICES, INC. CHARLOTTE, North Carolina, 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

GRANT THORNTON, LLP
PCAOB 248

FIRST CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

TRUIST BANK
LEI JJKC32MCHWDI71265Z06

TRUIST INVESTMENT SERVICES, INC.
SEC 8-35355

Filing source

Form ADV 2068888 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-9088809101

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
Tracey M. Chaffin Executive
Frederick W. Eubank Ii Director, Executive
Ladd Watts Hamrick Iii Director, Executive
Scott B. Perper Director, Executive
Arthur C. Roselle Director, Executive
Walker C. Simmons Director, Executive
Scott R. Stevens Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
150 North College Street Suite 2400
Charlotte, NC, 28202