Form D · Other Investment Fund
Invesco U.S. Value-Add Fund IV, L.P.
Dallas, TX · CIK 0001610166
Offering snapshot reported Jan 15, 2016 · SEC filing
- Reported sold
- $405M Offering amount: $500M
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $10M Reported outside-investor minimum
- First sale
- Jun 30, 2014 As reported in this filing
Fundraising history
Reported soldDates 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$305,000,000 → $405,000,000
- Reported investors14 → 19
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 15, 2016 | Amendment | $405,000,000 | $100,000,000vs Sep 9, 2015 | 19 | SEC filing |
| Sep 9, 2015 | Amendment | $305,000,000 | $10,000,000vs Apr 17, 2015 | 14 | SEC filing |
| Apr 17, 2015 | Amendment | $295,000,000 | $110,000,000vs Mar 9, 2015 | 13 | SEC filing |
| Mar 9, 2015 | Amendment | $185,000,000 | $60,000,000vs Sep 19, 2014 | 7 | SEC filing |
| Sep 19, 2014 | Amendment | $125,000,000 | $25,000,000vs Jul 14, 2014 | 4 | SEC filing |
| Jul 14, 2014 | Amendment | $100,000,000 | No comparison | 2 | SEC filing |
| Jun 6, 2014 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-218701
Regarding Item 11, the General Partner may accept smaller investments in its sole discretion. Regarding Item 13(a), the General Partner may increase the Total Offering Amount in its sole discretion.
Source: Form D, filed Jan 15, 2016. 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
INVESCO U.S. VALUE-ADD FUND IV, L.P.
Investment adviser: INVESCO ADVISERS, INC.
- Gross asset value
- $40.9M
- Beneficial owners
- 13
- ADV minimum commitment
- $10M
Reported in Form ADV on Jun 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG
PCAOB 185
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
Filing source
Form ADV 2108455 · Jun 11, 2026 · Schedule D 7.B.(1), fund 805-2604485161
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.
| Name | Reported role |
|---|---|
| G. Mark Armour | Director |
| R. Scott Dennis | Executive |
| Roderick Ellis | Director |
| David Neil Farmer | Executive |
| Peter Feinberg | Executive |
| [Entity] Invesco Realty, Inc. | Executive |
| [Entity] Iri Fund Iv, Llc | Executive |
| [Entity] Iri Fund Iv, L.P. | Executive |
| Kevin H. Johnson | Executive |
| Michael C. Kirby | Executive |
| Jeffrey H. Kupor | Executive |
| Paul Michaels | Executive |
| Lee Phegley | Executive |
| Ronald L. Ragsdale | Executive |
| Robert Harris Rigsby | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dallas, TX, 75201