YS AEF IV LLC
Raised
$18M
Investors
651
Min Invest
$15,000
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AltStreet Analysis
·Generated from EDGAR primary sources
YS AEF IV LLC is a pooled investment fund managed by YieldStreet Management, LLC that has raised $18.1M from 651 investors under Rule 506(c). The offering requires a $15K minimum investment and is part of the Willow Wealth platform ecosystem, which operates 74 related EDGAR entities in the private credit space. This is an amended filing originally dated February 28, 2024.
This private credit fund represents a mid-tier retail alternative investment with a $15K minimum, making it accessible to accredited investors seeking exposure below typical institutional thresholds. The 506(c) exemption allows general solicitation, consistent with platform-based distribution models in the alternative credit marketplace. The $27,800 average investment per investor is notably low for pooled credit funds.
Data Flags
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
Capital Raise Timeline
2 Form D filings from Oct 19, 2022 to Feb 28, 2024, the latest a D/A.
In the Terminal
Filing events
3
latest Feb 28, 2024
Critical / warning
0 / 0
3 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
Latest event Sold increase · Feb 28, 2024
SEC.govFund family Part of the YS AEF 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
- The dated record: 21 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 3 filing events with values and deltas, latest 2024-02-28, and alerts on the next one
- 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.
Item 3 changed on the Form D filed 2024-02-28: 0 related persons added and 1 removed against the filing of 2022-10-19; 2 now listed. The names are in the Terminal feed.
NA YieldStreet Management, LLC
Executive Officer · New York, NY
Michael Weisz
Executive Officer, Promoter · New York, NY
Questions About YS AEF 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 YS AEF IV LLC?
YS AEF IV LLC is a Delaware limited liability company that filed a Form D with the SEC on February 28, 2024 as a other investment fund. The filing claims Rule 506(c) for an offering of pooled investment fund interests. AltStreet links the issuer to Willow Wealth.
Is YS AEF IV LLC legit?
AltStreet does not rate legitimacy; it reports the public record. YS AEF IV LLC filed a Form D with the SEC on February 28, 2024 claiming Rule 506(c). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $18,111,000 sold to 651 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to Willow Wealth, 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 YS AEF 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 YS AEF IV LLC claimed Rule 506(c) 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 YS AEF IV LLC raised?
YS AEF IV LLC reported $18,111,000 sold from 651 investors of a $18,111,000 total offering as of the Form D filed February 28, 2024.
Who can invest in YS AEF 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. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $15,000.
What is the minimum investment in YS AEF IV LLC?
The Form D lists $15,000 as the minimum investment accepted from any outside investor as of February 28, 2024. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling YS AEF 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. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.
Who is behind YS AEF IV LLC?
The Form D lists 2 related persons: YieldStreet Management, LLC, executive officer (YieldStreet Management, LLC is the Manager of the Issuer); Michael Weisz, executive officer, promoter (CEO of YieldStreet Management, LLC, the Manager of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is YS AEF IV LLC located?
The issuer's address on its SEC filings is 300 Park Ave, 15th Floor, New York, NY 10022. Its phone number of record is 8449435378. It is organized under the laws of Delaware.
How long is the YS AEF 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; 1 amendment is on record for this CIK.
How large is YS AEF IV LLC?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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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.