Form D · Private Equity Fund

WINDJAMMER SENIOR EQUITY FUND IV, L.P.

Newport Beach, CA · CIK 0001542749

Offering snapshot reported Feb 28, 2012 · SEC filing

Reported sold
Yet to sell
Offering amount: $700M
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 28, 2012InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-174069
The General Partner of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests.

Source: Form D, filed Feb 28, 2012. 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

WINDJAMMER SENIOR EQUITY FUND IV, L.P.

Investment adviser: WINDJAMMER MANAGEMENT PARTNERS, L.P.

Gross asset value
$564M
Beneficial owners
40
ADV minimum commitment
$1M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DELOITTE & TOUCHE COSTA MESA, California, United States
Custodian BMO BANK, NA CHICAGO, Illinois, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC WELLSLEY, Massachusetts, 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

DELOITTE & TOUCHE
PCAOB 34

BMO BANK, NA
LEI 3Y4U8VZURTYWI1W2K376

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2065313 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-5429274288

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
Matt Anderson Executive, Promoter
Robert Bartholomew Executive, Promoter
Michael Bartholomew Promoter
Gregory J. Bondick Executive, Promoter
Connie Choung Promoter
Caleb Clark Executive, Promoter
John Donahue Executive, Promoter
Jeffrey J. Dunnigan Executive, Promoter
Costa Littas Executive, Promoter
Craig S. Majernik Executive, Promoter
Jeff Miehe Executive, Promoter
J. Derek Watson Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
610 Newport Center Drive, Suite 1100
Newport Beach, CA, 92660