Form D · Private Equity Fund

Related Real Estate Fund IV, L.P.

New York, NY · CIK 0001999406

Offering snapshot reported Oct 30, 2025 · SEC filing

Reported sold
$907M
Indefinite offering
Investors reported
16
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 22, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$453M$907MNov 2, 2023Nov 1, 2024: $695,500,000.00Nov 1, 2024Oct 30, 2025: $906,500,000.00Oct 30, 2025

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$695,500,000 → $906,500,000
  • Reported investors13 → 16

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 30, 2025Amendment$906,500,000$211,000,000vs Nov 1, 202416SEC filing
Nov 1, 2024Amendment$695,500,000No comparison13SEC filing
Nov 2, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-496359
Placement agent fees are to be paid with respect to specified investors based on an established fee schedule

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Evercore Group42405Evercore Group · CRD 42405
Cais Capital LLC154512Cais Capital LLC · CRD 154512
ISP Securities Ltd.NoneISP Securities Ltd.

Source: Form D, filed Oct 30, 2025. 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

RELATED REAL ESTATE FUND IV L.P.

Investment adviser: RELATED FUND MANAGEMENT, LLC

Gross asset value
$1.46B
Beneficial owners
53
ADV minimum commitment
$10M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG NEW YORK, New York, United States
Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No
Custodian PNC BANK PITTSBURGH, Pennsylvania, United States Related to adviser: No
Custodian WELLS FARGO NEW YORK, New York, United States Related to adviser: No
Marketer CAIS CAPITAL LLC NEW YORK, New York, United States Related to adviser: No
Marketer EVERCORE ADVISORS LLC NEW YORK, New York, United States Related to adviser: No
Marketer ISP SECURITIES AG ZURICH, Switzerland Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG
PCAOB 185

CAIS CAPITAL LLC
CRD 154512 · SEC 8-68646

EVERCORE ADVISORS LLC
CRD 161667

Filing source

Form ADV 2064526 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2884790136

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
Bruce Beal Executive
Jeff Blau Executive
Justin Metz Executive
Richard O'toole Executive
Patrick Sweeney Executive
Peter Weidman Executive
Michael Winston Executive
Kenneth Wong Executive
David Zussman Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
30 Hudson Yards 83 Rd Floor
New York, NY, 10001