SEC filing record
Primary Source · SEC.gov

CrowdStreet Opportunity Zone Fund IV, LLC

Fund Vehicle2022 vintage506(c), 3(c)(1)

Raised

$10M

Investors

46

Min Invest

$100,000

Is this your company or fund? Claim this page free.

AltStreet Analysis

·

Generated from EDGAR primary sources

CrowdStreet Opportunity Zone Fund IV, LLC is a Delaware-based pooled investment fund filed under Rule 506(c) and 3(c)(1) exemptions, having raised $10.2M from 46 investors with a $100K minimum investment as of September 30, 2022. The fund is managed by CrowdStreet Advisors, LLC with Kristen Howell as executive officer, and is part of the CrowdStreet platform, which operates 44 related EDGAR entities focused on real estate investments.

This Qualified Opportunity Zone fund sits within the typical real estate crowdfunding structure, using the standard 506(c) exemption with a $100K minimum that aligns with accredited investor targeting common on the CrowdStreet platform. The average investor commitment of approximately $222K is consistent with institutional-retail hybrid real estate fund offerings.

Data Flags

salesCommissionsNo sales commissions stated on a $10.2M 506(c) offering with 46 investors, suggesting direct platform distribution without broker-dealer involvement
firstSaleDateFirst sale date not disclosed on original filing with $10.2M already raised, limiting vintage year determination

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001943007
Entity NameCrowdStreet Opportunity Zone Fund IV, LLC
ExemptionRule 506(c), Section 3(c), Section 3(c)(1)
What the exemption meansRule 506(c) of Regulation D: the issuer may advertise the offering publicly, but every purchaser must be a verified accredited investor. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(1) of the Investment Company Act: the fund is excluded from investment-company registration because it has no more than 100 beneficial owners.
Entity TypeLimited Liability Company
Jurisdiction of OrganizationDelaware
Issuer Address98 San Jacinto Blvd, 4th Floor, Austin, TX 78701
Phone(817) 703-3512
Industry / Fund TypePooled Investment Fund · Other Investment Fund
Investment Company ActExcluded under Section 3(c)(1) (100 beneficial owners or fewer)
Securities TypePooled Investment Fund
First Sale Date—
Filing DateSeptember 30, 2022
Accession Number0001943007-22-000001
Total Offering AmountIndefinite
Total Amount Sold$10,203,001
Total Investors46
Non-Accredited InvestorsNone
Minimum Investment$100,000
Offering DurationOne year or less
Net Asset Value 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.

AltStreet Coverage

Original reporting from AltStreet's daily EDGAR monitoring covering CrowdStreet and its filings.

All AltStreet news

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 CrowdStreet Opportunity Zone Fund family: 4 vehicles across 3 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
  • The dated record: 8 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
  • 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.

Managing Member CrowdStreet Advisors, LLC

Director · Austin, TX

Kristen Howell

Executive Officer · Austin, TX

Questions About CrowdStreet Opportunity Zone 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 CrowdStreet Opportunity Zone Fund IV, LLC?

CrowdStreet Opportunity Zone Fund IV, LLC is a Delaware limited liability company that filed a Form D with the SEC on September 30, 2022 as a other investment fund. The filing claims Rule 506(c), Section 3(c), Section 3(c)(1) for an offering of pooled investment fund interests. AltStreet links the issuer to CrowdStreet.

Is CrowdStreet Opportunity Zone Fund IV, LLC legit?

AltStreet does not rate legitimacy; it reports the public record. CrowdStreet Opportunity Zone Fund IV, LLC filed a Form D with the SEC on September 30, 2022 claiming Rule 506(c), Section 3(c), Section 3(c)(1). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $10,203,001 sold to 46 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to CrowdStreet, which AltStreet has reviewed. 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 CrowdStreet Opportunity Zone 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 CrowdStreet Opportunity Zone Fund IV, LLC claimed Rule 506(c), Section 3(c), Section 3(c)(1) 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 CrowdStreet Opportunity Zone Fund IV, LLC raised?

CrowdStreet Opportunity Zone Fund IV, LLC reported $10,203,001 sold from 46 investors in an offering of indefinite size as of the Form D filed September 30, 2022.

Who can invest in CrowdStreet Opportunity Zone Fund IV, LLC?

The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000.

What is the minimum investment in CrowdStreet Opportunity Zone Fund IV, LLC?

The Form D lists $100,000 as the minimum investment accepted from any outside investor as of September 30, 2022. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling CrowdStreet Opportunity Zone 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 CrowdStreet Opportunity Zone Fund IV, LLC?

The Form D lists 2 related persons: Managing Member CrowdStreet Advisors, LLC, director (Managing Member of the Issuer); Kristen Howell, executive officer (General Counsel and Chief Compliance Officer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is CrowdStreet Opportunity Zone Fund IV, LLC located?

The issuer's address on its SEC filings is 98 San Jacinto Blvd, 4th Floor, Austin, TX 78701. Its phone number of record is 817-703-3512. It is organized under the laws of Delaware.

How long is the CrowdStreet Opportunity Zone 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.

How large is CrowdStreet Opportunity Zone Fund IV, LLC?

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

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.

Platform verification: the separate analyst-reviewed program for platforms, with right of reply and a document library.

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.