SEC filing record
Primary Source · SEC.gov

ASHLAND GREENE VALUE ADD FUND IV LLC

2022 vintageRule 506(b)Filing record

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

$14M

Investors

157

Min Invest

$50,000

AltStreet Verified Issuer badge

Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.

What this filing shows

·

Every sentence is a value as filed on SEC Form D

ASHLAND GREENE VALUE ADD FUND IV LLC is a Texas limited liability company that filed a Form D with the SEC on May 16, 2022 in the Residential industry group. The offering claims Rule 506(b) and covers equity. ASHLAND GREENE VALUE ADD FUND IV LLC reported $14,015,000 sold from 157 investors of a $32,000,000 total offering as of the Form D filed May 16, 2022. 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. The filing reports non-accredited investors. The minimum investment accepted from an outside investor is $50,000. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is 3400 Carlisle St, Ste 345, Dallas, TX 75204.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001929191
Entity NameASHLAND GREENE VALUE ADD FUND IV LLC
ExemptionRule 506(b)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising.
Entity TypeLimited Liability Company
Jurisdiction of OrganizationTexas
Issuer Address3400 Carlisle St, Ste 345, Dallas, TX 75204
Phone(817) 805-7065
Industry / Fund TypeResidential
Securities TypeEquity
First Sale DateMay 2, 2022
Filing DateMay 16, 2022
Accession Number0001929191-22-000001
Total Offering Amount$32,000,000
Total Amount Sold$14,015,000
Amount Remaining$17,985,000
Total Investors157
Non-Accredited InvestorsYes
Minimum Investment$50,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)TX
Amendment CountOriginal filing only

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

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

lapsed

Open in the terminal Watch this issuerInvestor $149/mo unlocks the values; Pro $349/mo adds the universe.

Fund family Part of the ASHLAND GREENE VALUE ADD FUND family: 5 vehicles across 5 generations · 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
  • The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV

Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Shakti C'Ganti

Executive Officer, Promoter · Dallas, TX

John Monteiro

Executive Officer, Promoter · Dallas, TX

Tony Arango

Executive Officer, Promoter · Dallas, TX

Brad Perry

Executive Officer, Promoter · Dallas, TX

Merrill Kaliser

Executive Officer, Promoter · Dallas, TX

Aalok Parikh

Executive Officer, Promoter · Dallas, TX

Cherry Chen

Executive Officer, Promoter · Dallas, TX

Rajesh Kashyap

Executive Officer, Promoter · Dallas, TX

Michael Ribeiro

Executive Officer, Promoter · Dallas, TX

Questions About ASHLAND GREENE VALUE ADD FUND IV LLC

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is ASHLAND GREENE VALUE ADD FUND IV LLC?

ASHLAND GREENE VALUE ADD FUND IV LLC is a Texas limited liability company that filed a Form D with the SEC on May 16, 2022 in the Residential industry group. The filing claims Rule 506(b) for an offering of equity.

Is ASHLAND GREENE VALUE ADD FUND IV LLC legit?

AltStreet does not rate legitimacy; it reports the public record. ASHLAND GREENE VALUE ADD FUND IV LLC filed a Form D with the SEC on May 16, 2022 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $14,015,000 sold to 157 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 ASHLAND GREENE VALUE ADD FUND IV LLC 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 ASHLAND GREENE VALUE ADD FUND IV LLC claimed Rule 506(b) 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 ASHLAND GREENE VALUE ADD FUND IV LLC raised?

ASHLAND GREENE VALUE ADD FUND IV LLC reported $14,015,000 sold from 157 investors of a $32,000,000 total offering as of the Form D filed May 16, 2022.

Who can invest in ASHLAND GREENE VALUE ADD FUND IV LLC?

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. The filing reports non-accredited investors. The minimum investment accepted from an outside investor is $50,000.

What is the minimum investment in ASHLAND GREENE VALUE ADD FUND IV LLC?

The Form D lists $50,000 as the minimum investment accepted from any outside investor as of May 16, 2022. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling ASHLAND GREENE VALUE ADD FUND IV LLC 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.

Who is behind ASHLAND GREENE VALUE ADD FUND IV LLC?

The Form D lists 9 related persons: Shakti C'Ganti, executive officer, promoter; John Monteiro, executive officer, promoter; Tony Arango, executive officer, promoter; Brad Perry, executive officer, promoter; Merrill Kaliser, executive officer, promoter; Aalok Parikh, executive officer, promoter; Cherry Chen, executive officer, promoter; Rajesh Kashyap, executive officer, promoter, and 1 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is ASHLAND GREENE VALUE ADD FUND IV LLC located?

The issuer's address on its SEC filings is 3400 Carlisle St, Ste 345, Dallas, TX 75204. Its phone number of record is 817-805-7065. It is organized under the laws of Texas.

How long is the ASHLAND GREENE VALUE ADD FUND IV LLC 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, and no amendment is on record yet.

What is ASHLAND GREENE VALUE ADD FUND IV LLC's revenue?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

AltStreet Verified Issuer badge

Is this your company or fund?

Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.

Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.

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.