Form D · Other Investment Fund

Stockbridge Value Fund IV, LP

San Francisco, CA · CIK 0001809348

Offering snapshot reported Apr 8, 2021 · SEC filing

Reported sold: $491M
Investors reported: 14
Minimum accepted: $5M
First sale: Apr 10, 2020

Fundraising history

Reported sold

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$225,000,000 → $491,000,000
Reported investors7 → 14

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 8, 2021	Amendment	$491,000,000	$266,000,000vs Apr 23, 2020	14	SEC filing
Apr 23, 2020	Initial	$225,000,000	No comparison	7	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-365648

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
N/A	None

Source: Form D, filed Apr 8, 2021. 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

STOCKBRIDGE VALUE FUND IV, LP

Investment adviser: CORE AND VALUE ADVISORS, LLC

Gross asset value: $1.23B
Beneficial owners: 18
ADV minimum commitment: $5M

Reported in Form ADV on Nov 9, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS LLP SAN FRANCISCO, California, United States

Custodian JPMORGAN CHASE BANK, N.A. PHOENIX, Arizona, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 1795293 · Nov 9, 2023 · Schedule D 7.B.(1), fund 805-6133395983

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
STOCKBRIDGE VALUE FUND, LP	Jul 5, 2011	$64,770,000	4
STOCKBRIDGE VALUE FUND II, LP	Feb 11, 2014	$184,250,000	18
Stockbridge Value Fund III, LP	May 1, 2017	$247,500,000	9
Stockbridge Value Fund IV, LP (this fund)	Apr 8, 2021	$491,000,000	14
Stockbridge Value Fund V, LP	Apr 11, 2024	$639,000,000	15

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
Sol Raso	Executive
Breanna Staggs	Executive
N/A Stockbridge Core And Value Advisors, Llc	Executive
N/A Stockbridge Value Fund Partners Iv, Llc	Executive
Douglas D. Sturiale	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

4 Embarcadero Center Suite 3300
San Francisco, CA, 94111