Form D · Private Equity Fund

Union Park Capital IV, L.P.

Boston, MA · CIK 0002080074

Offering snapshot reported Aug 21, 2026 · SEC filing

Reported sold
$147M
Offering amount: $350M
Investors reported
15
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Aug 22, 2025
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 15
  • Minimum accepted$0 → $1,000,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 21, 2026Amendment$147,200,000No comparison15SEC filing
Aug 21, 2025InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-555455
Total Offering Amount and Total Amount Sold are inclusive of the General Partner's commitment to the Issuer.
The recipient listed in item 12 above will receive a fee, payable in installments, with respect to certain investors in the Issuer and based on a percentage of such investors' subscriptions.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lazard Freres & Co. LLC2528

Source: Form D, filed Aug 21, 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

UNION PARK CAPITAL FUND IV, L.P.

Investment adviser: UNION PARK CAPITAL MANAGEMENT, L.P.

Gross asset value
$145M
Beneficial owners
13
ADV minimum commitment
$0

Reported in Form ADV on Aug 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP NEW YORK, New York, United States
Custodian NORTHERN TRUST BOSTON, Massachusetts, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

CROWE LLP
PCAOB 173

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Filing source

Form ADV 2125822 · Aug 13, 2026 · Schedule D 7.B.(1), fund 805-2445289065

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
Morgan Jones Director
N/A Union Park Capital Iv Gp, L.P. Executive
N/A Union Park Capital Iv Gp, Ltd. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
200 Newbury Street
Boston, MA, 02116