Form D · Other Investment Fund

Salem Investment Partners IV, Limited Partnership

Winston Salem, NC · CIK 0001645561

Offering snapshot reported Jun 18, 2015 · SEC filing

Reported sold
$56.1M
Offering amount: $56.1M
Investors reported
106
Form D · investor count
Minimum accepted
$40K
Reported outside-investor minimum
First sale
Jun 3, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 18, 2015Initial$56,085,000No comparison106SEC 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
$162K
Form D file number
021-242042

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Carolina Financial Securities, LLC41970

Source: Form D, filed Jun 18, 2015. 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

SALEM INVESTMENT PARTNERS IV, LIMITED PARTNERSHIP

Investment adviser: SIP III ADVISOR, LLC

Gross asset value
$68.2M
Beneficial owners
99
ADV minimum commitment
$0

Reported in Form ADV on Mar 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor FORVIS ATLANTA, Georgia, United States
Custodian FIRST NATIONAL BANK OF PENNSYLVANIA PITTSBURGH, Pennsylvania, United States Related to adviser: No
Custodian HOMETRUST BANK ASHEVILLE, North Carolina, United States Related to adviser: No
Custodian TRIAD BUSINESS BANK GREENSBORO, North Carolina, 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

FORVIS
PCAOB 686

Filing source

Form ADV 2066292 · Mar 11, 2026 · Schedule D 7.B.(1), fund 805-7452954820

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
William A. Boyd Executive
David M. Faris Executive
Kevin B. Jessup Executive
Phillip W. Martin Executive
N/A Sip Iv Management, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1348 Westgate Center Drive, Suite 100
Winston Salem, NC, 27103