Form D · Private Equity Fund

WLR Recovery IV Investors, LLC

Atlanta, GA · CIK 0001531466

Offering snapshot reported Mar 1, 2021 · SEC filing

Reported sold
$97.3M
Indefinite offering
Investors reported
153
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Oct 29, 2007
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$48.6M$97.3MOct 5, 2011: $97,285,000.00Oct 5, 2011Oct 3, 2012: $97,285,000.00Oct 28, 2013: $97,285,000.00Mar 12, 2014: $97,285,000.00Mar 12, 2015: $97,285,000.00Mar 11, 2016: $97,285,000.00Mar 10, 2017: $97,285,000.00Mar 6, 2018: $97,285,000.00Feb 27, 2019: $97,285,000.00Feb 27, 2020: $97,285,000.00Mar 1, 2021: $97,285,000.00Mar 1, 2021

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 1, 2021Amendment$97,285,000$0vs Feb 27, 2020153SEC filing
Feb 27, 2020Amendment$97,285,000$0vs Feb 27, 2019153SEC filing
Feb 27, 2019Amendment$97,285,000$0vs Mar 6, 2018153SEC filing
Mar 6, 2018Amendment$97,285,000$0vs Mar 10, 2017153SEC filing
Mar 10, 2017Amendment$97,285,000$0vs Mar 11, 2016153SEC filing
Mar 11, 2016Amendment$97,285,000$0vs Mar 12, 2015153SEC filing
Mar 12, 2015Amendment$97,285,000$0vs Mar 12, 2014153SEC filing
Mar 12, 2014Amendment$97,285,000$0vs Oct 28, 2013149SEC filing
Oct 28, 2013Amendment$97,285,000$0vs Oct 3, 2012149SEC filing
Oct 3, 2012Amendment$97,285,000$0vs Oct 5, 2011149SEC filing
Oct 5, 2011Initial$97,285,000No comparison149SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-166784
Clarification of Response under Item 11: The Manager has the right, in its sole discretion, to accept reduced investments.

Source: Form D, filed Mar 1, 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.

People and organizations reported in Form D filings
NameReported role
N/A N/A Atlantic Trust Company, A Divisions Of Invesco National Trust Company Promoter
N/A N/A Atlantic Trust Company, N.A. Promoter
N/A N/A Cibc National Trust Company Promoter
David Donabedian Executive
Alan Fields Executive
Lisa Garcia Executive
John S. Markwalter, Jr Executive
Jigar Patel Executive
Ohm Srinivasan Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Cibc National Trust Company 3290 Northside Parkway, 7 Th Floor
Atlanta, GA, 30327