Form D · Private Equity Fund
TriWest Capital Partners IV (US), L.P.
Calgary, A0 · CIK 0001538053
Offering snapshot reported Dec 22, 2011 · SEC filing
- Reported sold
- $35.4M Offering amount: $35.4M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 14, 2011 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 22, 2011 | Initial | $35,364,800 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund, Other
- Exemptions
- 06, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-170597
Canadian dollars converted to U.S. dollars at an exchange rate of CDN$1.00 = USD$0.9610 (Bank of Canada noon exchange rate on December 14, 2011).
Limited Partnership Interests.
None.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| None | None |
Source: Form D, filed Dec 22, 2011. 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
TRIWEST CAPITAL PARTNERS IV (US), L.P.
Investment adviser: TRIWEST CAPITAL PARTNERS IV (2011), INC
- Gross asset value
- $22.2M
- Beneficial owners
- 5
- ADV minimum commitment
- $10M
Reported in Form ADV on Mar 25, 2021. 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
- No
- Administrator other than the adviser
- No
- External marketing
- No
KPMG LLP
PCAOB 85
Filing source
Form ADV 1519178 · Mar 25, 2021 · Schedule D 7.B.(1), fund 805-1799244656
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 |
|---|---|
| Jeff Belford | Director, Executive, Promoter |
| Cody Church | Director, Executive, Promoter |
| Chad Danard | Executive, Promoter |
| Ryan Giles | Executive, Promoter |
| Lorne Jacobson | Director, Promoter |
| Michael Mac Bean | Director, Executive, Promoter |
| Norman Rokosh | Director, Executive, Promoter |
| Tri West Capital Partners Iv (2011) Inc. Tri West Capital Partners Iv (2011) Inc. | Director, Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Calgary, A0, T2P 3Y7