Form D · Private Equity Fund

Trinity Hunt Partners IV, L.P.

Dallas, TX · CIK 0001535566

Offering snapshot reported Sep 5, 2013 · SEC filing

Reported sold
$179M
Offering amount: $250M
Investors reported
19
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Nov 15, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$89.4M$179MNov 23, 2011: $97,949,184.00Nov 23, 2011Nov 15, 2012: $159,581,836.00Nov 15, 2012Nov 15, 2012: $159,581,836.00Sep 5, 2013: $178,879,593.00Sep 5, 2013

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$97,949,184 → $178,879,593
  • Reported investors11 → 19

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 5, 2013Amendment$178,879,593$80,930,409vs Nov 23, 201119SEC filing
Nov 15, 2012Amendment$159,581,836$61,632,652vs Nov 23, 201115SEC filing
Nov 15, 2012Amendment$159,581,836$0vs Nov 15, 201215SEC filing
Nov 23, 2011Initial$97,949,184No comparison11SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$1.79M (estimated)
Finders' fees
$0
Form D file number
021-169218

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Berchwood Partners LLC108399
Cross Point Capital LLC136223Agustine J. Demeo · CRD 65048

Source: Form D, filed Sep 5, 2013. 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

TRINITY HUNT PARTNERS IV, LP

Investment adviser: TRINITY HUNT MANAGEMENT, L.P.

Gross asset value
$133M
Beneficial owners
30
ADV minimum commitment
$500K

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 GEN II FUND SERVICES DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP DALLAS, Texas, United States
Custodian AMEGY BANK NATIONAL ASSOCIATION HOUSTON, Texas, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, 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
No

RSM US LLP
PCAOB 49

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2084115 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6391594971

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
William K Bixby Executive
Scott H. Colvert Executive
Daniel S. Dross Executive, Promoter
Peter J. Stein Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2001 Ross Avenue Suite 4800
Dallas, TX, 75201