Form D · Private Equity Fund

Serve Opportunities Fund IV, LP

Austin, TX · CIK 0002073390

Offering snapshot reported Jun 17, 2025 · 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

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 17, 2025	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-549206

Source: Form D, filed Jun 17, 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

SERVE OPPORTUNITIES FUND IV, LP

Investment adviser: SERVE CAPITAL PARTNERS, LLC

Gross asset value: $160M
Beneficial owners: 15
ADV minimum commitment: $0

Reported in Form ADV on May 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BAKER TILLY US, LLP PLANO, Texas, United States

Custodian CADENCE BANK, N.A. HOUSTON, Texas, 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

BAKER TILLY US, LLP
PCAOB 23

CADENCE BANK, N.A.
LEI 4262534

Filing source

Form ADV 2108331 · May 28, 2026 · Schedule D 7.B.(1), fund 805-9814025176

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
Serve Opportunities Fund I, LP	Jun 13, 2019	$65,000,000	1
Serve Opportunities Fund III, LP	May 10, 2024	Yet to sell	0
Serve Opportunities Fund IV, LP (this fund)	Jun 17, 2025	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
Scott Bigham	Executive
Michael Mc Clure	Executive
[None] Scp Ugp, Llc	Executive
[None] Serve Management, Lp	Executive
[None] Sof Iv Gp, Lp	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1221 S. Mopac Expressway Suite 260
Austin, TX, 78746