Form D · Private Equity Fund
Stonetree Capital Fund IV, LP
Boca Raton, FL · CIK 0001518368
Offering snapshot reported May 5, 2014 · SEC filing
- Reported sold
- $50M Offering amount: $50M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $500K Reported outside-investor minimum
- First sale
- Mar 31, 2011 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 5, 2014 | Amendment | $50,000,000 | $0vs Apr 22, 2013 | 1 | SEC filing |
| Apr 22, 2013 | Amendment | $50,000,000 | $0vs Apr 17, 2012 | 1 | SEC filing |
| Apr 17, 2012 | Amendment | $50,000,000 | $0vs May 2, 2011 | 1 | SEC filing |
| May 2, 2011 | Initial | $50,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-159143
The offering is completed.
Source: Form D, filed May 5, 2014. 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
STONETREE CAPITAL FUND IV, LP
Investment adviser: STONETREE CAPITAL ADVISORS, LLC
- Gross asset value
- $21.6M
- Beneficial owners
- 2
- ADV minimum commitment
- $500K
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US LLP
PCAOB 49
Filing source
Form ADV 2067608 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2284072374
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.
| Name | Reported role |
|---|---|
| Patrick J. Casey | Executive |
| Robert L. Placek | Executive |
| General Partner Scm Gp, Llc | Executive |
| Managing Member Stonetree Capital Management, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boca Raton, FL, 33431