Form D · Private Equity Fund

New Summit Impact Fund IV, L.P.

Manchester, MA · CIK 0002016139

Offering snapshot reported Mar 19, 2026 · SEC filing

Reported sold
$10M
Offering amount: $100M
Investors reported
27
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Apr 1, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.01M$10MMar 25, 2024Mar 19, 2025: $6,950,000.00Mar 19, 2025Mar 19, 2026: $10,025,000.00Mar 19, 2026

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$6,950,000 → $10,025,000
  • Reported investors18 → 27

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 19, 2026Amendment$10,025,000$3,075,000vs Mar 19, 202527SEC filing
Mar 19, 2025Amendment$6,950,000No comparison18SEC filing
Mar 25, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-508477

Source: Form D, filed Mar 19, 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

NEW SUMMIT IMPACT FUND IV, LP

Investment adviser: ARJUNA CAPITAL, LLC

Gross asset value
$7.48M
Beneficial owners
21
ADV minimum commitment
$250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WOLF & COMPANY BOSTON, Massachusetts, United States
Custodian BANC OF CALIFORNIA LOS ANGELES, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WOLF & COMPANY
PCAOB 392

Filing source

Form ADV 2081444 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9301839682

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
Alexandra Ellis Executive
Alexander Lamb Executive
Natasha Lamb Executive
N/A New Summit Impact Fund Iv Gp, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O New Summit Impact Fund Iv Gp, Llc 13 Elm Street, Suite 2
Manchester, MA, 01944