Form D · Private Equity Fund

WP IV Industrial Sidecar, LP

Westlake Village, CA · CIK 0001895125

Offering snapshot reported May 11, 2023 · SEC filing

Reported sold: $91.5M
Investors reported: 23
Minimum accepted: $150K
First sale: Nov 5, 2021

Fundraising history

Reported sold

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.

Reported sold$89,575,000 → $91,500,000
Reported investors22 → 23

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 11, 2023	Amendment	$91,500,000	$1,925,000vs Jul 14, 2022	23	SEC filing
Jul 14, 2022	Amendment	$89,575,000	$39,575,000vs Nov 22, 2021	22	SEC filing
Nov 22, 2021	Initial	$50,000,000	No comparison	2	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $255K (estimated)
Finders' fees: $0
Form D file number: 021-422121

The Total Amount Sold includes the commitment of a limited partner affiliated with the Issuer's general partner in the amount of $1 million

Placement agent fees to be paid based upon a fee schedule based on an investor's commitment. 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 May 11, 2023. 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

WP IV INDUSTRIAL SIDECAR, LP

Investment adviser: WHITMAN/PETERSON, LLC

Gross asset value: $90.6M
Beneficial owners: 23
ADV minimum commitment: $0

Reported in Form ADV on Apr 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STRATA FUND SOLUTIONS, LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG, LLP LOS ANGELES, California, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Custodian WELLS FARGO SAN FRANCISCO, California, United States Related to adviser: No

Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG, LLP
PCAOB 42

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Filing source

Form ADV 2097534 · Apr 29, 2026 · Schedule D 7.B.(1), fund 805-8250066423

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
Name	Reported role
Weston Whitman	Executive, Promoter
Robert Whitman	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3075 Townsgate Road Suite 210
Westlake Village, CA, 91361