Form D · Residential

Sage Real Estate Fund IV, L.P.

West Conshocken, PA · CIK 0001603060

Offering snapshot reported Mar 21, 2014 · SEC filing

Reported sold
$10.3M
Offering amount: $10.3M
Investors reported
85
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Nov 22, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.14M$10.3MMar 19, 2014: $10,275,000.00Mar 19, 2014Mar 21, 2014: $10,275,000.00Mar 21, 2014

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 21, 2014Amendment$10,275,000$0vs Mar 19, 201485SEC filing
Mar 19, 2014Initial$10,275,000No comparison85SEC 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
021-213886

Source: Form D, filed Mar 21, 2014. 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

SAGE REAL ESTATE FUND IV, L.P.

Investment adviser: SAGE FINANCIAL GROUP INC.

Gross asset value
$21.3M
Beneficial owners
87
ADV minimum commitment
$50K

Reported in Form ADV on Jun 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor COHEN & COMPANY, LTD. CLEVELAND, Ohio, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian WSFS BANK WAYNE, 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
No

COHEN & COMPANY, LTD.
PCAOB 925

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2116591 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-5246663591

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
N/A Sage Real Estate Group Ii, Llc Promoter

Issuer details

Industry: Residential (See others in industry)

Address:
Five Tower Bridge, 300 Barr Harbor Drive Suite 200
West Conshocken, PA, 19428