Form D · Private Equity Fund

Transwestern Strategic Partners Fund IV, L.P.

Dallas, TX · CIK 0002029779

Offering snapshot reported Jul 14, 2026 · SEC filing

Reported sold
$144M
Offering amount: $500M
Investors reported
44
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 31, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 44

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 14, 2026Amendment$143,566,726No comparison44SEC filing
Jul 30, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$188K (estimated)
Finders' fees
$0
Form D file number
021-520105
The amount of fees payable after the date of this filing is expected to be based on fee schedules, which are generally based on a percentage of equity commitments sold to certain investors and, in certain cases, a percentage of carried interest.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Kipling Capital Inc.41196

Source: Form D, filed Jul 14, 2026. 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

TRANSWESTERN STRATEGIC PARTNERS FUND IV, L.P.

Investment adviser: TRANSWESTERN INVESTMENT MANAGEMENT, LLC

Gross asset value
$262M
Beneficial owners
25
ADV minimum commitment
$10M

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 JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG DALLAS, Texas, United States
Custodian FROST BANK FORT WORTH, Texas, United States Related to adviser: No
Marketer KIPLING CAPITAL, INC. MILL VALLEY, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG
PCAOB 185

KIPLING CAPITAL, INC.
CRD 41196 · SEC 8-49349

Filing source

Form ADV 2060650 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4467066208

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
Reid Bourgeois Executive
Paul Garancis Executive
Jaye Gary Executive
Charles Hazen Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
8235 Douglas Avenue Suite 450
Dallas, TX, 75225