Roots Fund IV, LP
Roots Fund IV, LP is a private equity fund based in Addison, Texas. According to its most recent Form D, filed Jun 13, 2023, it has sold $84,311,078 of interests to 20 investors since its first sale in Oct 2021. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Roots Fund IV GP, LLC.
- Total raised
- $84,311,078Cumulative sales reported on Form D
- Investors
- 20
- First sale
- Oct 25, 2021
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Roots Fund IV GP, LLC
- Latest Form D
- Jun 13, 2023
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 Roots Fund IV, LP
What is the minimum investment for Roots Fund IV, LP?
According to its latest Form D, filed Jun 13, 2023, the minimum investment Roots Fund IV, LP accepts from an outside investor is $100,000.
Who can invest in Roots Fund IV, LP?
Roots Fund IV, LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Roots Fund IV, LP raised?
Roots Fund IV, LP reports $84,311,078 sold from 20 investors on its Form D filed Jun 13, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Roots Fund IV, LP based?
Roots Fund IV, LP is based in Addison, Texas.
When did Roots Fund IV, LP launch?
Roots Fund IV, LP reports its first sale in Oct 2021.
Size compared with every private equity fund
Raised more than 84% of the 1,404 private equity funds based in Texas, and more than 70% of all 8,918 that report sales.