Form D · Venture Capital Fund

PEARL ENERGY INVESTMENTS IV, L.P.

Dallas, TX · CIK 0002038386

Offering snapshot reported Dec 10, 2024 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 10, 2024	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-531645

Such fees, if any, will only be paid upon the sale of interests to certain investors (based upon a fee schedule) and such amounts are based upon the management fee payable by such investors.

Source: Form D, filed Dec 10, 2024. 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

PEARL ENERGY INVESTMENTS IV, L.P.

Investment adviser: PEARL ENERGY INVESTMENT MANAGEMENT IV, LLC

Gross asset value: $888M
Beneficial owners: 61
ADV minimum commitment: $5M

Reported in Form ADV on Apr 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP DALLAS, Texas, United States

Custodian COMERICA BANK SAN JOSE, California, United States Related to adviser: No

Custodian HUNTINGTON BANK COLUMBUS, Ohio, United States Related to adviser: No

Custodian SILICON VALLEY BANK SANTA CLARA, California, 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

ERNST & YOUNG LLP
PCAOB 42

COMERICA BANK
LEI 70WY0ID1N53Q4254VH70

HUNTINGTON BANK
LEI 2WHM8VNJH63UN14OL75

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E3

Filing source

Form ADV 2095851 · Apr 17, 2026 · Schedule D 7.B.(1), fund 805-6999451442

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
PEARL ENERGY INVESTMENTS, L.P.	Jul 28, 2015	Yet to sell	0
PEARL ENERGY INVESTMENTS II, L.P.	Jul 20, 2017	$600,000,000	55
Pearl Energy Investments III, L.P.	Dec 12, 2022	$476,700,000	26
PEARL ENERGY INVESTMENTS IV, L.P. (this fund)	Dec 10, 2024	Yet to sell	0

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
Stewart Coleman	Director, Promoter
David Levinson	Director, Promoter
William Quinn	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2100 Mckinney Avenue, Suite 1675
Dallas, TX, 75201