Form D · Other Investment Fund
StepStone Tactical Growth Fund IV, L.P.
New York, NY · CIK 0001972875
Offering snapshot reported Apr 11, 2024 · SEC filing
- Reported sold
- $194M Indefinite offering
- Investors reported
- 180 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 21, 2023 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 180
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 11, 2024 | Amendment | $194,390,000 | No comparison | 180 | SEC filing |
| Apr 11, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $148K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-478439
The aggregate amount sold by the Issuer and Issuer's family of funds is approximately $323 million.
Amount reflects fees accrued but not yet paid. Aggregate fees to be paid by the Issuer and the Issuer's family of funds.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| UBS Financial Services Inc. | 8174 | |
| Wells Fargo Clearing Services, LLC | 19616 | |
| Wells Fargo Advisors Financial Network, LLC | 11025 |
Source: Form D, filed Apr 11, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Thomas A. Bradley | Executive |
| Jose Fernandez | Executive |
| Tom Keck | Executive |
| Mark T. Maruszewski | Executive |
| Michael I. Mc Cabe | Executive |
| Jason Ment | Executive |
| David Park | Executive |
| Johnny Randel | Executive |
| N/A Step Stone Group Lp | Director |
| N/A Step Stone Tactical Growth Fund Iv (Gp), Llc | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
277 Park Avenue 45th Floor
New York, NY, 10172
New York, NY, 10172