Form D · Private Equity Fund

SJC Onshore Direct Lending Fund IV - 5 Year, L.P.

Old Greenwich, CT · CIK 0001826305

Offering snapshot reported Sep 8, 2023 · SEC filing

Reported sold
$172M
Indefinite offering
Investors reported
83
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 1, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$86.2M$172MSep 9, 2021: $136,675,000.00Sep 9, 2021Sep 9, 2022: $170,050,000.00Sep 9, 2022Sep 8, 2023: $172,400,000.00Sep 8, 2023

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$170,050,000 → $172,400,000
  • Reported investors82 → 83

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 8, 2023Amendment$172,400,000$2,350,000vs Sep 9, 202283SEC filing
Sep 9, 2022Amendment$170,050,000$33,375,000vs Sep 9, 202182SEC filing
Sep 9, 2021Amendment$136,675,000No comparisonNot reportedSEC filing
Sep 30, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-376712

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Voya Investments Distributor, LLC37886

Source: Form D, filed Sep 8, 2023. 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

SJC ONSHORE DIRECT LENDING FUND IV - 5 YEAR, L.P.

Investment adviser: CZECH ASSET MANAGEMENT, L.P.

Gross asset value
$115M
Beneficial owners
88
ADV minimum commitment
$5M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP STAMFORD, Connecticut, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian U.S. BANK, N.A. FLORENCE, South Carolina, 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

ERNST & YOUNG LLP
PCAOB 42

Filing source

Form ADV 2067205 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-3910395339

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
Stephen J. Czech Executive
Czech Asset Management, L.P. Promoter
N/A Czech Gp, Llc Executive, Promoter
N/A Sjc Direct Lending Fund Iv Gp, L.P. Executive, Promoter
Sjc Direct Lending Fund Iv Gp, L.P. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1700 East Putnam Avenue Suite 207
Old Greenwich, CT, 06870