Fund family · SEC Form D record

Berch Capital funds

Berch Capital has 5 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2025 to 2026. The newest is Berch Capital Fund V, a series of Berch Capital Master, LP, first filed Nov 4, 2026. The adviser of record on Form ADV Schedule D is Berch Capital LLC.

Vehicles
5
Numbered generations
3
First filing
2025
Latest filing
Nov 4, 2026

Adviser of record (Form ADV Schedule D) Berch Capital LLC (CRD 339591)

Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.

Fund V

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Berch Capital Fund V, a series of Berch Capital Master, LPCIK 2154101Sold the stated amountEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund IV

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Berch Capital Fund IV, a series of Berch Capital Master, LPCIK 2113961Sold the stated amountEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund II

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Joey SPV 2, a series of Berch Capital Master, LPCIK 2084090Sold the stated amountEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Unnumbered

2 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Apptronik SPV, a series of Berch Capital Master, LPCIK 2064353Sold the stated amountEDGAR
Joey SPV, a series of Berch Capital Master, LPCIK 2076509Sold the stated amountEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Berch Capital funds

How many Berch Capital funds are there?
The SEC Form D record shows 5 vehicles in 3 numbered generations, the earliest filed Apr 29, 2025 and the latest filing on Nov 4, 2026. By generation: Fund V (Berch Capital Fund V, a series of Berch Capital Master, LP, first filed Nov 4, 2026); Fund IV (Berch Capital Fund IV, a series of Berch Capital Master, LP, first filed Jul 9, 2026); Fund II (Joey SPV 2, a series of Berch Capital Master, LP, first filed Sep 23, 2025).
What is the latest Berch Capital fund?
Berch Capital Fund V, a series of Berch Capital Master, LP, which first filed a Form D on Nov 4, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Berch Capital funds?
Berch Capital LLC (ERA, CRD 339591), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
How much have the Berch Capital funds raised?
Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
How does AltStreet group these funds into a family?
By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.