Form D · Private Equity Fund

Kingfisher Equity Partners IV, LP

Lafayette, CA · CIK 0001855671

Offering snapshot reported Apr 11, 2022 · SEC filing

Reported sold
$95.5M
Offering amount: $100M
Investors reported
233
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Apr 1, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$47.7M$95.5MApr 9, 2021: $72,300,000.00Apr 9, 2021Apr 11, 2022: $95,495,000.00Apr 11, 2022

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$72,300,000 → $95,495,000
  • Reported investors184 → 233

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 11, 2022Amendment$95,495,000$23,195,000vs Apr 9, 2021233SEC filing
Apr 9, 2021Initial$72,300,000No comparison184SEC 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
021-395233

Source: Form D, filed Apr 11, 2022. 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

KINGFISHER EQUITY PARTNERS IV, LP

Investment adviser: KINGFISHER INVESTMENT ADVISORS, LLC

Gross asset value
$96.3M
Beneficial owners
232
ADV minimum commitment
$250K

Reported in Form ADV on Mar 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM CHICAGO, Illinois, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK CITY, New York, United States Related to adviser: No
Prime broker MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM
PCAOB 49

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRD 7691 · SEC 8-7221

Filing source

Form ADV 2061596 · Mar 24, 2026 · Schedule D 7.B.(1), fund 805-7583261005

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
Alex Bernstein Executive
Yariv Robinson Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Gordian Compliance Solutions 3738 Mt. Diablo Blvd, Suite 301
Lafayette, CA, 94549