Form D · Private Equity Fund

SUMERU EQUITY PARTNERS FUND IV L.P.

San Mateo, CA · CIK 0001884994

Offering snapshot reported Dec 20, 2021 · SEC filing

Reported sold
Yet to sell
Offering amount: $1B
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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
Dec 20, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-425949
Placement Agent fees are to be paid based upon an established fee schedule. Such fees are offset dollar for dollar against management fees payable by the Issuer, and will not be an additional expenditure.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
LAZARD FRERES & CO. LLC2528

Source: Form D, filed Dec 20, 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

SUMERU EQUITY PARTNERS FUND IV L.P.

Investment adviser: SUMERU EQUITY PARTNERS L.P.

Gross asset value
$1.76B
Beneficial owners
148
ADV minimum commitment
$5M

Reported in Form ADV on Jul 16, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, 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

RSM US LLP
PCAOB 49

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2117349 · Jul 16, 2026 · Schedule D 7.B.(1), fund 805-3034263604

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
Jason Babcoke Executive, Promoter
John Brennan Executive, Promoter
George Kadifa Executive, Promoter
Paul Mercadante Executive, Promoter
Sanjeet Mitra Executive, Promoter
Robert Randleman Ii Executive, Promoter
Kyle Ryland Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2020 Pioneer Court
San Mateo, CA, 94403