Form D · Private Equity Fund

VALOR EQUITY PARTNERS IV L.P.

Chicago, IL · CIK 0001705506

Offering snapshot reported May 4, 2018 · SEC filing

Reported sold: $1.03B
Investors reported: 129
Minimum accepted: $0
First sale: May 5, 2017

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 129

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	129	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: $1.45M (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-286071

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 $805,855,000.

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 L.P.

Investment adviser: VALOR MANAGEMENT LLC

Gross asset value: $4.29B
Beneficial owners: 141
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

Fund administrator CITCO FUND SERVICES (USA) INC. JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP CHICAGO, Illinois, United States

Custodian CIBC BANK USA CHICAGO, Illinois, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION CHICAGO, Illinois, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC PURCHASE, New York, 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

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 805-8413078272

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
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:

875 North Michigan Avenue, Suite 3214
Chicago, IL, 60611