Form D · Private Equity Fund

Patriot Financial Partners IV, L.P.

Radnor, PA · CIK 0001853178

Offering snapshot reported May 23, 2023 · SEC filing

Reported sold
$219M
Offering amount: $300M
Investors reported
60
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
May 21, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$110M$219MMay 28, 2021: $94,125,000.00May 28, 2021May 24, 2022: $213,200,000.00May 24, 2022Mar 27, 2023: $218,750,000.00May 23, 2023: $219,000,000.00May 23, 2023

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$218,750,000 → $219,000,000
  • Reported investors59 → 60

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 23, 2023Amendment$219,000,000$250,000vs Mar 27, 202360SEC filing
Mar 27, 2023Amendment$218,750,000$5,550,000vs May 24, 202259SEC filing
May 24, 2022Amendment$213,200,000$119,075,000vs May 28, 202158SEC filing
May 28, 2021Initial$94,125,000No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-401000
The total offering amount is jointly offered by the Issuer and Patriot Financial Partners IV Parallel, L.P. The total amount sold is only for the Issuer named herein.
There are no sales commissions or finders' fees expenses that are paid by the Issuer.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Invicta Capital LLC288101
INTE SECURITIES LLC47107

Source: Form D, filed May 23, 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

PATRIOT FINANCIAL PARTNERS IV, LP

Investment adviser: PATRIOT FINANCIAL MANAGER, L.P.

Gross asset value
$297M
Beneficial owners
65
ADV minimum commitment
$1M

Reported in Form ADV on Mar 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BAKER TILLY US, LLP PHILADELPHIA, Pennsylvania, United States
Custodian FIRSTRUST BANK CONSHOHOCKEN, Pennsylvania, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC BOSTON, Massachusetts, United States Related to adviser: No
Marketer INTE SECURITIES LLC BOCA RATON, Florida, United States Related to adviser: No
Marketer INVICTA CAPITAL LLC MONROEVILLE, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

BAKER TILLY US, LLP
PCAOB 23

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

INTE SECURITIES LLC
CRD 47107 · SEC 8-51667

INVICTA CAPITAL LLC
CRD 288101 · SEC 8-69923

Filing source

Form ADV 2079478 · Mar 24, 2026 · Schedule D 7.B.(1), fund 805-6206211298

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
James F. Deutsch Director, Executive
James J. Lynch Director, Executive
L.P. Patriot Financial Partners Gp Iv, Executive
Llc Patriot Financial Partners Gp Iv, Executive
W. Kirk Wycoff Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Four Radnor Corporate Center, Suite 210 100 Matsonford Road
Radnor, PA, 19087