Form D · Pooled Investment Fund
SUN CAPITAL PARTNERS IV LP
Boca Raton, FL · CIK 0001321721
Offering snapshot reported May 1, 2009 · SEC filing
- Reported sold
- Yet to sell Offering amount: $150M
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 1, 2009 | Initial | Yet to sell | No comparison | Not reported | SEC filing |
| Mar 24, 2005 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-75288
Source: Form D, filed May 1, 2009. 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
SUN CAPITAL PARTNERS IV, LP
Investment adviser: SUN CAPITAL ADVISORS, L.P.
- Gross asset value
- $96.4M
- Beneficial owners
- 232
- ADV minimum commitment
- $5M
Reported in Form ADV on Jun 23, 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
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
ALLSPRING GLOBAL INVESTMENTS
LEI 549300B3H2IOO2L85I90
PRINCIPAL CUSTODY SOLUTIONS
LEI GM6ECX91HA2YJ1NHHN48
WELLS FARGO BANK
LEI KB1H1DSPRFMYMCUFXT09
Filing source
Form ADV 2113905 · Jun 23, 2026 · Schedule D 7.B.(1), fund 805-6648620320
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 |
|---|---|
| David A. Blechman | Executive, Promoter |
| Mark Brody | Executive, Promoter |
| Kevin J. Calhoun | Executive, Promoter |
| C. Deryl Couch | Executive, Promoter |
| Paul Daccus | Executive, Promoter |
| Phillip A. Dougall | Executive, Promoter |
| Scott W. Edwards | Executive, Promoter |
| Ryan Esko | Executive, Promoter |
| Kevin E. Feinblum | Executive, Promoter |
| David F. Finnigan | Executive, Promoter |
| Ricci Fong | Executive, Promoter |
| Matthew N. Garff | Executive, Promoter |
| Mark A. Hajduch | Executive, Promoter |
| A. Richard Hurwitz | Executive, Promoter |
| Michael H. Kalb | Executive, Promoter |
| T. Scott King | Executive, Promoter |
| Melissa Klafter | Executive, Promoter |
| Rodger R. Krouse | Executive, Promoter |
| Marc J. Leder | Executive, Promoter |
| M. Steven Liff | Executive, Promoter |
| Frank Maassen | Executive, Promoter |
| Charles P. Megan | Executive, Promoter |
| Christopher T. Metz | Executive, Promoter |
| Nathaniel J. Meyohas | Executive, Promoter |
| David A. Mezzanotte, Jr. | Executive, Promoter |
| Jason H. Neimark | Executive, Promoter |
| Todd D. Plosker | Executive, Promoter |
| Anthony G. Polazzi | Executive, Promoter |
| Michael J. Satzberg | Executive, Promoter |
| R. Lynn Skillen | Executive, Promoter |
| David Stokoe | Executive, Promoter |
| N/A N/A Sun Capital Advisors Iv, Lp | Promoter |
| N/A N/A Sun Capital Partners Iv, Llc | Promoter |
| Thomas V. Taylor | Executive, Promoter |
| Clarence E. Terry | Executive, Promoter |
| Brian Urbanek | Executive, Promoter |
| Aaron P. Wolfe | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boca Raton, FL, 33486