EFM Fund IV, LLC
EFM Fund IV, LLC is a private investment fund based in Portland, Oregon. According to its most recent Form D, filed Jan 15, 2026, it has sold $38,350,000 of interests to 17 investors since its first sale in Oct 2024. The minimum investment it accepts from an outside investor is $5,000,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Efm Investments & Advisory, LLC; Bettina Von Hagen; Christopher Sweeney.
- Total raised
- $38,350,000Cumulative sales reported on Form D
- Investors
- 17
- First sale
- Oct 15, 2024
- Minimum investment
- $5,000,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Efm Investments & Advisory, LLC; Bettina Von Hagen; Christopher Sweeney
- Latest Form D
- Jan 15, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about EFM Fund IV, LLC
What is the minimum investment for EFM Fund IV, LLC?
According to its latest Form D, filed Jan 15, 2026, the minimum investment EFM Fund IV, LLC accepts from an outside investor is $5,000,000.
Who can invest in EFM Fund IV, LLC?
EFM Fund IV, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has EFM Fund IV, LLC raised?
EFM Fund IV, LLC reports $38,350,000 sold from 17 investors on its Form D filed Jan 15, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is EFM Fund IV, LLC based?
EFM Fund IV, LLC is based in Portland, Oregon.
When did EFM Fund IV, LLC launch?
EFM Fund IV, LLC reports its first sale in Oct 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 88% of the 40 private investment funds based in Oregon, and more than 59% of all 10,287 that report sales.