Form D · Other Investment Fund
Promus Realty IV, LP
Chicago, IL · CIK 0001953920
Offering snapshot reported Dec 30, 2024 · SEC filing
- Reported sold
- $102M Indefinite offering
- Investors reported
- 82 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Jan 3, 2023 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$88,450,000 → $102,000,000
- Reported investors58 → 82
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 30, 2024 | Amendment | $102,000,000 | $13,550,000vs Dec 28, 2023 | 82 | SEC filing |
| Dec 28, 2023 | Amendment | $88,450,000 | No comparison | 58 | SEC filing |
| Dec 29, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C.7, 3C
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-469051
A management fee will be paid to the General Partner as described in the offering documents.
Source: Form D, filed Dec 30, 2024. 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
PROMUS REALTY IV, LP
Investment adviser: WAVERLY ADVISORS, LLC
- Gross asset value
- $112M
- Beneficial owners
- 79
- ADV minimum commitment
- $250K
Reported in Form ADV on Aug 31, 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
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
HINSDALE BANK & TRUST COMPANY, N.A.
LEI 9LIMABJRJ9VPV74PBJB1
Filing source
Form ADV 2129842 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-7632070136
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 |
|---|---|
| Steven Brown | Executive |
| Joseph Chang | Executive |
| Ryan Crawford | Executive |
| Maureen King | Executive |
| Brett Moore Jr. | Executive |
| Brian Musso | Executive |
| Shanna Otto | Executive |
| N/A Promus Realty Partners, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60661