Form D · Other Investment Fund

Peakview Capital IV, L.P.

Menlo Park, CA · CIK 0001804255

Offering snapshot reported Jun 9, 2023 · SEC filing

Reported sold
$65M
Offering amount: $65M
Investors reported
54
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 15, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 54

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 9, 2023Amendment$65,000,000No comparison54SEC filing
Oct 14, 2020InitialYet 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
Finders' fees
$0
Form D file number
021-377902
Excludes $18.3M in commitments assoc. w/ offering by Issuer under Reg. S; $1,312,960 committed by the GP; and $60,387,040 in commitments to Peakview Capital IV-A, L.P. Aggregate commitments by all partners to Issuer and Peakview IV-A total $145M.

Source: Form D, filed Jun 9, 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

PEAKVIEW CAPITAL IV, L.P.

Investment adviser: PEAKVIEW MANAGEMENT, LLC

Gross asset value
$111M
Beneficial owners
53
ADV minimum commitment
$1M

Reported in Form ADV on Jun 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX GROUP LTD. EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER LLP SAN FRANCISCO, California, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Marketer JLT CAPITAL PARTNERS LLC NAPLES, Florida, United States Related to adviser: No
Prime broker MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

EISNERAMPER LLP
PCAOB 274

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

JLT CAPITAL PARTNERS LLC
CRD 158345 · SEC 8-68892

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221

Filing source

Form ADV 2110250 · Jun 1, 2026 · Schedule D 7.B.(1), fund 805-8687095783

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
Erik Lassila Director
N/A Peakview General Partner Iv, Llc Director
N/A Peakview Management, Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
525 Middlefield Road, Suite 230
Menlo Park, CA, 94025