Form D · Hedge Fund

WHALE ROCK LONG OPPORTUNITIES FUND IV LP

Boston, MA · CIK 0001995166

Offering snapshot reported Oct 7, 2026 · SEC filing

Reported sold
$137M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Oct 1, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$68.4M$137MOct 13, 2023: $132,212,610.00Oct 13, 2023Oct 16, 2023: $134,212,610.00Oct 7, 2025: $136,712,610.00Oct 7, 2025Oct 7, 2026: $136,712,610.00Oct 7, 2026

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
Oct 7, 2026Amendment$136,712,610$0vs Oct 7, 20251SEC filing
Oct 7, 2025Amendment$136,712,610$2,500,000vs Oct 16, 20231SEC filing
Oct 16, 2023Amendment$134,212,610$2,000,000vs Oct 13, 20232SEC filing
Oct 13, 2023Initial$132,212,610No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-494667
Items 13 and 14 do not take redemptions and/or withdrawals into consideration.

Source: Form D, filed Oct 7, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

WHALE ROCK LONG OPPORTUNITIES FUND IV(A) LP

Investment adviser: WHALE ROCK CAPITAL MANAGEMENT LLC

Gross asset value
$318M
Beneficial owners
3
ADV minimum commitment
$5M

Reported in Form ADV on Jun 2, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States Other funds reporting this name →
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian MORGAN STANLEY PRIVATE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No Other funds reporting this name →
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund asset history · 3 annual observations Gross asset value by annual ADV filing$0$159M$318MFY 2023: $179,685,672.00FY 2023FY 2024: $219,902,298.00FY 2024FY 2025: $317,523,505.00FY 2025

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Fiscal yearGross assetsBeneficial ownersADV filed
2023$179,685,6722Mar 28, 2024
2024$219,902,2982Mar 31, 2025
2025$317,523,5053Mar 31, 2026
Filing source

Form ADV 2110576 · Jun 2, 2026 · Schedule D 7.B.(1), fund 805-7841137897

Reported by WHALE ROCK CAPITAL MANAGEMENT LLC (CRD 140746).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Alexander Sacerdote Executive, Promoter
Whale Rock Capital Long Opportunities Partners Llc Promoter
Whale Rock Capital Management Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Two International Place, 24 Th Floor
Boston, MA, 02110