Form D · Private Equity Fund
ValStone Opportunity Fund IV (b), LLC
Baltimore, MD · CIK 0001504793
Offering snapshot reported Nov 3, 2010 · SEC filing
- Reported sold
- $25.5M Offering amount: $25.5M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $500K Reported outside-investor minimum
- First sale
- Oct 20, 2010 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 |
|---|---|---|---|---|---|
| Nov 3, 2010 | Initial | $25,500,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-149955
Source: Form D, filed Nov 3, 2010. 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
VALSTONE OPPORTUNITY FUND IV(B), LLC
Investment adviser: VALSTONE PARTNERS VI, LLC
- Gross asset value
- $1.29M
- Beneficial owners
- 2
- ADV minimum commitment
- $25M
Reported in Form ADV on Feb 14, 2019. 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
- No
- External marketing
- No
PLANTE MORAN
PCAOB 166
Filing source
Form ADV 1274108 · Feb 14, 2019 · Schedule D 7.B.(1), fund 805-5053808795
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 |
|---|---|
| Eric R. Abel | Executive |
| Larry E. Jennings, Jr. | Executive |
| Gerald C. Timmis, Iii | Executive |
| Val Stone Partners Iv (B), Llc | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Baltimore, MD, 21202