Newbury Equity Partners IV L.P.
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$1.4B
Investors
40
Min Invest
$450,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Newbury Equity Partners IV L.P. is a Delaware limited partnership organized in 2017 that first filed a Form D on April 18, 2017 and most recently amended it on February 22, 2018, describing itself as a private equity fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(7) and covers pooled investment fund interests. Newbury Equity Partners IV L.P. reported $1,407,500,000 sold from 40 investors of a $1,407,500,000 total offering as of the Form D filed February 22, 2018. The filing states that the figure is combined across related vehicles, so it is not this entity's figure alone. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $450,000. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates. The issuer's address of record is C/O Newbury Partners LLC, 100 First Stamford Place, Second Floor, Stamford, CT 06902.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
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In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
Fund family Part of the Newbury Equity Partners family: 8 vehicles across 3 generations · adviser of record Bridge Investment Group · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
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Adviser of Record (Form ADV)
CRD 159127 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a other private fund
Auditor named on Form ADV: Deloitte Touche Tohmatsu · PCAOB-registered per the adviser
From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Newbury Equity Partners IV GP L.P.
Director · Stamford, CT
General Partner of the Issuer.
Newbury Equity Partners IV GP LLC
Director · Stamford, CT
General Partner of the General Partner of the Issuer.
Newbury Associates LLC
Director · Stamford, CT
Managing Member of the General Partner of the General Partner of the Issuer.
Richard C. Lichter
Executive Officer · Stamford, CT
Christopher C. Jaroch
Executive Officer · Stamford, CT
Gerald C. Esposito
Executive Officer · Stamford, CT
Warren C. Symon
Executive Officer · Stamford, CT
Questions About Newbury Equity Partners IV L.P.
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Newbury Equity Partners IV L.P.?
Newbury Equity Partners IV L.P. is a Delaware limited partnership organized in 2017 that filed a Form D with the SEC on February 22, 2018 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests.
Is Newbury Equity Partners IV L.P. legit?
AltStreet does not rate legitimacy; it reports the public record. Newbury Equity Partners IV L.P. filed a Form D with the SEC on February 22, 2018 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $1,407,500,000 sold to 40 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Newbury Equity Partners IV L.P. registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Newbury Equity Partners IV L.P. claimed Rule 506(b), Section 3(c), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Newbury Equity Partners IV L.P. raised?
Newbury Equity Partners IV L.P. reported $1,407,500,000 sold from 40 investors of a $1,407,500,000 total offering as of the Form D filed February 22, 2018. The filing states that the figure is combined across related vehicles, so it is not this entity's figure alone.
Who can invest in Newbury Equity Partners IV L.P.?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $450,000.
What is the minimum investment in Newbury Equity Partners IV L.P.?
The Form D lists $450,000 as the minimum investment accepted from any outside investor as of February 22, 2018. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Newbury Equity Partners IV L.P. and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Newbury Equity Partners IV L.P.?
The Form D lists 7 related persons: Newbury Equity Partners IV GP L.P., director (General Partner of the Issuer); Newbury Equity Partners IV GP LLC, director (General Partner of the General Partner of the Issuer); Newbury Associates LLC, director (Managing Member of the General Partner of the General Partner of the Issuer); Richard C. Lichter, executive officer; Christopher C. Jaroch, executive officer; Gerald C. Esposito, executive officer; Warren C. Symon, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Newbury Equity Partners IV L.P. located?
The issuer's address on its SEC filings is C/O Newbury Partners LLC, 100 First Stamford Place, Second Floor, Stamford, CT 06902. Its phone number of record is 203-428-3600. It is organized under the laws of Delaware.
How long is the Newbury Equity Partners IV L.P. offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 3 amendments are on record for this CIK.
How large is Newbury Equity Partners IV L.P.?
The Form D reports a revenue range of Not Applicable.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.