Form D · Other Investment Fund
Vested Fund IV, LP
Weston, FL · CIK 0002097389
Offering snapshot reported Aug 7, 2026 · SEC filing
- Reported sold
- $47.1M Indefinite offering
- Investors reported
- 38 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 14, 2025 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$32,300,000 → $47,100,000
- Reported investors29 → 38
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 7, 2026 | Amendment | $47,100,000 | $14,800,000vs Dec 15, 2025 | 38 | SEC filing |
| Dec 15, 2025 | Amendment | $32,300,000 | $13,000,000vs Nov 19, 2025 | 29 | SEC filing |
| Nov 19, 2025 | Initial | $19,300,000 | No comparison | 27 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-564434
Source: Form D, filed Aug 7, 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
VESTED FUND IV, LP
Investment adviser: VESTED INVESTMENT MANAGEMENT, LLC
- Gross asset value
- $34.3M
- Beneficial owners
- 29
- ADV minimum commitment
- $0
Reported in Form ADV on Jul 9, 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
CBIZ CPAS P.C.
PCAOB 199
Filing source
Form ADV 2118566 · Jul 9, 2026 · Schedule D 7.B.(1), fund 805-1542835365
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 |
|---|---|
| Vested Inc | Executive |
| Vested Fund Iv Manager Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Weston, FL, 33327