Form D · Other Investment Fund

WCF Real Estate Fund IV LP

Santa Barbara, CA · CIK 0002012337

Offering snapshot reported Mar 31, 2025 · SEC filing

Reported sold
$5.84M
Offering amount: $5.84M
Investors reported
72
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 22, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.92M$5.84MMar 7, 2024: $4,725,774.00Mar 7, 2024Mar 18, 2025: $5,835,367.00Mar 31, 2025: $5,835,367.00Mar 31, 2025: $5,835,367.00Mar 31, 2025

Dates 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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 31, 2025Amendment$5,835,367$0vs Mar 18, 202572SEC filing
Mar 31, 2025Amendment$5,835,367$0vs Mar 31, 202572SEC filing
Mar 18, 2025Amendment$5,835,367$1,109,593vs Mar 7, 202472SEC filing
Mar 7, 2024Initial$4,725,774No comparison70SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-506897

Source: Form D, filed Mar 31, 2025. 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

WCF REAL ESTATE FUND IV, L.P.

Investment adviser: SAGE ADVISORS, LLC

Gross asset value
$9.15M
Beneficial owners
72
ADV minimum commitment
$50K

Reported in Form ADV on Sep 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP LA JOLLA, California, United States
Custodian INSPIRA FINANCIAL TRUST, LLC OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP
PCAOB 3496

Filing source

Form ADV 2133069 · Sep 21, 2026 · Schedule D 7.B.(1), fund 805-4172874578

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
Iv Llc Wcf Re Associates Executive
Steven Weintraub Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1435 Anacapa St.
Santa Barbara, CA, 93101