Form D · Venture Capital Fund

Transformation Capital Fund IV, L.P.

Boston, MA · CIK 0002067224

Offering snapshot reported Aug 13, 2025 · SEC filing

Reported sold
Yet to sell
Indefinite offering
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
Aug 13, 2025InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-554595
The total amount of sales commissions paid in connection with the offering will be determined at the final closing.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
ISPartners Investment Solutions AG169224

Source: Form D, filed Aug 13, 2025. 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

TRANSFORMATION CAPITAL FUND IV, L.P.

Investment adviser: TRANSFORMATION CAPITAL PARTNERS, L.P.

Gross asset value
$323M
Beneficial owners
51
ADV minimum commitment
$150K

Reported in Form ADV on Mar 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT MANAGEMENT, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO BOSTON, Massachusetts, United States
Custodian SILICON VALLEY BANK SAN FRANCISCO, California, United States Related to adviser: No
Custodian STIFEL BANK ST LOUIS, Missouri, 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

BDO
PCAOB 244

STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03

Filing source

Form ADV 2077910 · Mar 20, 2026 · Schedule D 7.B.(1), fund 805-7770441416

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
Todd Cozzens Executive
Michael Dixon Executive
Jared Kesselheim Executive
N/A Transformation Capital Fund Iv Gp, Llc Executive
N/A Transformation Capital Fund Iv Gp, L.P. Executive
N/A Transformation Capital Partners, L.P. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
699 Boylston St., 2 Nd Floor
Boston, MA, 02116