Form D · Private Equity Fund

Summit Park IV, L.P.

Charlotte, NC · CIK 0001937117

Offering snapshot reported Jan 9, 2024 · SEC filing

Reported sold
$211M
Indefinite offering
Investors reported
30
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 27, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$105M$211MJan 11, 2023: $112,222,222.00Jan 11, 2023Jan 9, 2024: $210,893,750.00Jan 9, 2024

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$112,222,222 → $210,893,750
  • Reported investors10 → 30

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 9, 2024Amendment$210,893,750$98,671,528vs Jan 11, 202330SEC filing
Jan 11, 2023Initial$112,222,222No comparison10SEC filing
Jul 27, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
3C.7, 06b, 3C
Duration over one year
Yes
Business combination
No
Sales commissions
$665K
Finders' fees
$0
Form D file number
021-470273
limited partnership interests
The amount disclosed is an estimate of the commissions to be paid to the persons named in Item 12 in the next 3 years.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
N/ANoneAqueduct Capital Group, LLC · CRD 131452

Source: Form D, filed Jan 9, 2024. 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

SUMMIT PARK IV, LP

Investment adviser: SPP MANAGEMENT SERVICES, LLC

Gross asset value
$307M
Beneficial owners
39
ADV minimum commitment
$5M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GRANT THORNTON LLP CHARLOTTE, North Carolina, United States
Custodian BANC OF CALIFORNIA, N.A. LOS ANGELES, California, United States Related to adviser: No
Marketer HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

GRANT THORNTON LLP
PCAOB 248

HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC
CRD 131452 · SEC 8-66464

Filing source

Form ADV 2073453 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-3193761019

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
Robert Calton Executive, Promoter
James Johnson, Jr Executive, Promoter
James L. Johnson, Jr. Executive, Promoter
N/A Spp Investments General Partner Iv, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
300 South Tryon Street Suite 1210
Charlotte, NC, 28202