Form D · Private Equity Fund
WH Strategic Opportunities Fund IV LP
Arlington, VA · CIK 0002077723
Offering snapshot reported Aug 20, 2026 · SEC filing
- Reported sold
- $38M Indefinite offering
- Investors reported
- 22 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Apr 1, 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$5,070,000 → $38,000,000
- Reported investors16 → 22
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 20, 2026 | Amendment | $38,000,000 | $32,930,000vs Aug 20, 2025 | 22 | SEC filing |
| Aug 20, 2025 | Initial | $5,070,000 | No comparison | 16 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $30K
- Form D file number
- 021-555357
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| AMERICAN TRUST INVESTMENT SERVICES, INC. | 3001 |
Source: Form D, filed Aug 20, 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
WH STRATEGIC OPPORTUNITIES FUND IV LP
Investment adviser: WASHINGTON HARBOUR PARTNERS LP
- Gross asset value
- $14.5M
- Beneficial owners
- 22
- ADV minimum commitment
- $100K
Reported in Form ADV on Jul 28, 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
BENNETT THRASHER, LLP
PCAOB 4051
JP MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Filing source
Form ADV 2122487 · Jul 28, 2026 · Schedule D 7.B.(1), fund 805-1258458482
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 |
|---|---|
| Washington Harbour Partners Gp, Llc | Director, Executive |
| Washington Harbour Partners, Lp | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Arlington, VA, 22209