Form D · Private Equity Fund

FRANKLIN VENTURES INVESTMENTS, L.P.- STRATEGIC TECHNOLOGY SERIES IV

San Mateo, CA · CIK 0002015268

Offering snapshot reported Jun 17, 2026 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
114
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 114

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 17, 2026AmendmentYet to sellNo comparison114SEC filing
Dec 19, 2025AmendmentYet to sellNo comparison114SEC filing
Dec 9, 2024Amendment$75,089,879No comparison113SEC filing
Mar 27, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-508750

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Franklin Distributors, LLC109064

Source: Form D, filed Jun 17, 2026. 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

FRANKLIN VENTURES INVESTMENTS, L.P. - STRATEGIC TECHNOLOGY SERIES IV

Investment adviser: FRANKLIN ADVISERS, INC.

Gross asset value
$75.5M
Beneficial owners
114
ADV minimum commitment
$100K

Reported in Form ADV on Sep 16, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP 300 MADISON AVENUE, New York, United States
Custodian J.P. MORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No
Marketer FRANKLIN DISTRIBUTORS, LLC SAN MATEO, California, United States Related to adviser: Yes
Marketer MORGAN STANLEY NEW YORK, New York, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

FRANKLIN DISTRIBUTORS, LLC
CRD 109064 · SEC 8-53089

MORGAN STANLEY
CRD 149777 · SEC 801-70103

Filing source

Form ADV 2127927 · Sep 16, 2026 · Schedule D 7.B.(1), fund 805-9652988523

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
N/A Franklin Advisers, Inc. Executive
N/A Franklin Venture Partners, Llc Strategic Technology Series Iv Executive, Promoter
Edward Perks Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Franklin Parkway
San Mateo, CA, 94403-1906