Form D · Residential

True Capital Real Estate Fund IV, LLC

San Francisco, CA · CIK 0001705769

Offering snapshot reported May 15, 2017 · SEC filing

Reported sold
$3.18M
Offering amount: $40M
Investors reported
10
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Apr 6, 2017
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 15, 2017Initial$3,175,000No comparison10SEC filing

Offering details

Securities
Equity, Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-286720
Units of membership interests

Source: Form D, filed May 15, 2017. 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

TRUE CAPITAL REAL ESTATE FUND IV

Investment adviser: CRESSET ASSET MANAGEMENT, LLC

Gross asset value
$20.9M
Beneficial owners
82
ADV minimum commitment
$50K

Reported in Form ADV on Aug 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ARTEX CAPITAL SOLUTIONS CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor NAVOLIO & TALLMAN, LLP WALNUT CREEK, California, United States
Custodian JP MORGAN NEW YORK, New York, United States Related to adviser: No
Custodian PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, 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

NAVOLIO & TALLMAN, LLP
PCAOB 5442

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

Filing source

Form ADV 2124511 · Aug 13, 2026 · Schedule D 7.B.(1), fund 805-6045680800

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
Karin Blair Executive
Heather Goodman Executive
Douglas Raetz Executive
N/A True Capital Real Estate Management Iv, Llc Director

Issuer details

Industry: Residential (See others in industry)

Address:
101 Montgomery Street Suite 2800
San Francisco, CA, 94104