Form D · Private Equity Fund
VALOR EQUITY PARTNERS IV-B L.P.
Chicago, IL · CIK 0001705512
Offering snapshot reported May 4, 2018 · SEC filing
- Reported sold
- $1.03B Offering amount: $1.05B
- Investors reported
- 10 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 5, 2017 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 10
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 4, 2018 | Amendment | $1,030,830,000 | No comparison | 10 | SEC filing |
| May 4, 2017 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $330K (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-286074
THE GENERAL PARTNER OF THE ISSUER RESERVES THE RIGHT TO ACCEPT A GREATER AMOUNT OF LP INTERESTS. THE AMOUNTS LISTED ABOVE ARE AGGREGATED BETWEEN THE ISSUER AND ITS RELATED PARALLEL FUNDS. THE LP AMOUNT SOLD BY THE ISSUER TO DATE IS $183,500,000.
REFLECTS AN ESTIMATE OF AMOUNTS PAID TO DATE.PLACEMENT AGENT FEES TO BE PAID BASED ON A FEE SCHEDULE.THE FEES ARE OFFSET DOLLAR-FOR-DOLLAR AGAINST THE MANAGEMENT FEES PAYABLE BY THE ISSUER.SUCH AMOUNTS ARE NOT FINALIZED UNTIL THE ISSUER'S FINAL CLOSING.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| MERCURY CAPITAL ADVISORS, LLC | 152338 |
Source: Form D, filed May 4, 2018. 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
VALOR EQUITY PARTNERS IV-B L.P.
Investment adviser: VALOR MANAGEMENT LLC
- Gross asset value
- $1.02B
- Beneficial owners
- 11
- ADV minimum commitment
- $0
Reported in Form ADV on Apr 29, 2026. 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
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191 · LEI 7PDDXEMZ0ZV0CEDU4D16
Filing source
Form ADV 2100812 · Apr 29, 2026 · Schedule D 7.B.(1), fund 805-2912103514
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 |
|---|---|
| Antonio J. Gracias | Executive, Promoter |
| Susan Hassan | Executive, Promoter |
| Nancy Kowalczyk | Executive, Promoter |
| Juan Sabater | Executive, Promoter |
| Jonathan Shulkin | Executive, Promoter |
| Michael Soenen | Executive, Promoter |
| Timothy Watkins | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60611