Form D · Private Equity Fund

Portfolio Advisors Secondary Fund IV (Offshore), L.P.

Darien, CT · CIK 0001799375

Offering snapshot reported Jan 19, 2022 · SEC filing

Reported sold
$1.37B
Indefinite offering
Investors reported
167
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 31, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$683M$1.37BJul 22, 2021: $1,084,782,500.00Jul 22, 2021Oct 27, 2021: $1,211,327,500.00Oct 27, 2021Jan 19, 2022: $1,366,877,500.00Jan 19, 2022

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$1,211,327,500 → $1,366,877,500
  • Reported investors134 → 167

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 19, 2022Amendment$1,366,877,500$155,550,000vs Oct 27, 2021167SEC filing
Oct 27, 2021Amendment$1,211,327,500$126,545,000vs Jul 22, 2021134SEC filing
Jul 22, 2021Amendment$1,084,782,500No comparisonNot reportedSEC filing
Apr 30, 2021Amendment$656,087,500No comparisonNot reportedSEC filing
Jan 14, 2021Amendment$535,237,500$111,600,000vs Oct 28, 202061SEC filing
Oct 28, 2020Amendment$423,637,500$73,180,000vs Apr 14, 202044SEC filing
Apr 14, 2020Amendment$350,457,500$114,012,500vs Jan 14, 202020SEC filing
Jan 14, 2020Initial$236,445,000No comparison4SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$2.6M
Finders' fees
$0
Form D file number
021-358021

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lytton Financial Inc.None
EBW Capital LimitedNone
ISP Securities AGNone
Heptagon Capital LLCNone
Falcom International LtdaNone
Proaltus Capital Advisors LimitedNone
Carbyne Gestao de Recursos LTDA.None

Source: Form D, filed Jan 19, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
William J. Indelicato Executive
N/A Pasf Iv (Gp), Llc Promoter
N/A Portfolio Advisors, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
9 Old Kings Highway South
Darien, CT, 06820