Form D · Private Equity Fund
Whitman/Peterson Partners IV, LP
Westlake Village, CA · CIK 0001817061
Offering snapshot reported Nov 15, 2021 · SEC filing
- Reported sold
- $692M Offering amount: $692M
- Investors reported
- 219 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jun 26, 2020 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$499,134,221 → $692,034,221
- Reported investors96 → 219
- Minimum accepted$150,000 → $25,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 15, 2021 | Amendment | $692,034,221 | $192,900,000vs Oct 29, 2021 | 219 | SEC filing |
| Oct 29, 2021 | Amendment | $499,134,221 | $30,800,000vs Oct 15, 2021 | 96 | SEC filing |
| Oct 15, 2021 | Amendment | $468,334,221 | $27,550,000vs Sep 13, 2021 | 58 | SEC filing |
| Sep 13, 2021 | Amendment | $440,784,221 | No comparison | Not reported | SEC filing |
| May 25, 2021 | Amendment | $314,250,000 | No comparison | Not reported | SEC filing |
| Oct 13, 2020 | Amendment | $219,000,000 | $134,000,000vs Jul 10, 2020 | 15 | SEC filing |
| Aug 18, 2020 | Amendment | $160,000,000 | $75,000,000vs Jul 10, 2020 | 4 | SEC filing |
| Jul 10, 2020 | Initial | $85,000,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $5.63M
- Finders' fees
- $0
- Form D file number
- 021-370744
The Total Amount Sold includes the commitment of a limited partner affiliated with the Issuer's general partner in the amount of $10.675 million.
Placement agent fees to be paid based upon a fee schedule based on an investor's commitment, and includes a retainer. Such fees are payable by the Issuer's general partner (or its affiliates other than the Issuer).
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Evercore Group L.L.C. | 42405 |
Source: Form D, filed Nov 15, 2021. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Weston Whitman | Executive, Promoter |
| Robert Whitman | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Westlake Village, CA, 91361