Form D · Other Investment Fund

Clearwater Private Opportunity Fund IV, LLLP

St. Paul, MN · CIK 0001523482

Offering snapshot reported Jun 16, 2011 · SEC filing

Reported sold
Yet to sell
Offering amount: $150M
Investors reported
0
Form D · investor count
Minimum accepted
$300K
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
Jun 16, 2011InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-161376

Source: Form D, filed Jun 16, 2011. 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

CLEARWATER PRIVATE OPPORTUNITY FUND IV, LLLP

Investment adviser: CLEARWATER MANAGEMENT CO., INC.

Gross asset value
$30.7M
Beneficial owners
73
ADV minimum commitment
$300K

Reported in Form ADV on Mar 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator U.S. BANK N.A. MILWAUKEE, Wisconsin, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP MINNEAPOLIS, Minnesota, United States
Custodian U.S. BANK N.A. MILWAUKEE, Wisconsin, United States Related to adviser: No
Marketer FIDUCIARY COUNSELLING INC ST. PAUL, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

FIDUCIARY COUNSELLING INC
CRD 104753 · SEC 801-4158

Filing source

Form ADV 2043113 · Mar 17, 2026 · Schedule D 7.B.(1), fund 805-6492841810

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
Samuel Baldwin Carr, Jr. Director
Walter John Driscoll Director
Elizabeth Driscoll Hlavka Director
Catherine Weyerhaeuser Morley Director
Philip Weyerhaeuser Pascoe Director, Executive
Frank Weyerhaeuser Piasecki Director
Daniel Crommelin Titcomb Director
William Toycen Weyerhaeuser Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
30 E. 7 Th Street 2000 Wells Fargo Place
St. Paul, MN, 55101