Form D · Other Real Estate

Third Lake RE PH Development Fund IV, LP

Tampa, FL · CIK 0001969155

Offering snapshot reported Mar 14, 2024 · SEC filing

Reported sold: $74.4M
Investors reported: 6
Minimum accepted: $0
First sale: Mar 6, 2023

Fundraising history

Reported sold

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$74,250,000 → $74,350,000
Reported investors3 → 6

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 14, 2024	Amendment	$74,350,000	$100,000vs Mar 14, 2023	6	SEC filing
Mar 14, 2023	Initial	$74,250,000	No comparison	3	SEC filing

Offering details

Securities: Equity
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-475759

Source: Form D, filed Mar 14, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

THIRD LAKE RE PH DEVELOPMENT FUND IV, LP

Investment adviser: THIRD LAKE PARTNERS, LLC

Gross asset value: $59.8M
Beneficial owners: 6
ADV minimum commitment: $1M

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 THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor RSM US LLP CHICAGO, Illinois, United States Other funds reporting this name →

Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund asset history · 3 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2023	$43,499,010	3	Mar 29, 2024
2024	$46,658,203	6	Mar 31, 2025
2025	$59,781,458	6	Mar 31, 2026

Filing source

Form ADV 2072484 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8448536579

Reported by THIRD LAKE PARTNERS, LLC (CRD 299961).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Name	Reported role
Case Fell	Executive
Robert Forsythe	Executive
Kenneth Jones	Executive
Stewart Oldfield	Executive
N/A Third Lake Partners, Llc	Executive
N/A Third Lake Re Ph Development Iv Gp, Llc	Director
Luke Thomas	Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:

1600 East 8 Th Avenue Suite A132 A
Tampa, FL, 33605
Phone: 813-497-8100