Form D · Private Equity Fund

Strategic Private Equity Fund IV, L.P.

Arlington, VA · CIK 0001559847

Offering snapshot reported Mar 14, 2014 · SEC filing

Reported sold
$150M
Offering amount: $250M
Investors reported
1
Form D · investor count
Minimum accepted
$20K
Reported outside-investor minimum
First sale
Oct 31, 2012
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 14, 2014Initial$150,000,000No comparison1SEC filing
Mar 15, 2013Amendment$150,000,000No comparison1SEC filing
Oct 9, 2012InitialYet to sellNo comparison0SEC 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
021-213647

Source: Form D, filed Mar 14, 2014. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

STRATEGIC PRIVATE EQUITY FUND IV, L.P.

Investment adviser: STRATEGIC INVESTMENT MANAGEMENT, LLC

Gross asset value
$124M
Beneficial owners
20
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS (US) LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG AUDIT LIMITED HAMILTON, Bermuda Other funds reporting this name →
Custodian SILICON VALLEY BANK RALEIGH, North Carolina, United States Related to adviser: No Other funds reporting this name →
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG AUDIT LIMITED
PCAOB 1297

Fund asset history · 5 annual observations Gross asset value by annual ADV filing$0$123M$246MFY 2021: $246,299,197.00FY 2021FY 2022: $194,257,306.00FY 2022FY 2023: $176,755,014.00FY 2023FY 2024: $155,379,200.00FY 2024FY 2025: $124,480,418.00FY 2025

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Fiscal yearGross assetsBeneficial ownersADV filed
2021$246,299,19716Mar 30, 2022
2022$194,257,30616Mar 30, 2023
2023$176,755,01421Mar 27, 2024
2024$155,379,20020Mar 31, 2025
2025$124,480,41820Mar 31, 2026
Filing source

Form ADV 2072546 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9198203561

Reported by STRATEGIC INVESTMENT MANAGEMENT, LLC (CRD 104862).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Mary Choksi Executive
Michael Duffy Executive
Carol Grefenstette Executive
Hilda Ochoa Brillembourg Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1001 19 Th Street North 16 Th Floor
Arlington, VA, 22209
Phone: 703-243-4433