Fund family · SEC Form D record

SPF FIV funds

SPF FIV has 4 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2019 to 2026. The newest is SPF FIV5 (Lux) SCSp, first filed Aug 15, 2019. The adviser of record on Form ADV Schedule D is J.P. Morgan Investment Management INC..

Vehicles
4
Numbered generations
4
First filing
2019
Latest filing
Sep 2, 2026

Adviser of record (Form ADV Schedule D) J.P. Morgan Investment Management INC. (CRD 107038)

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 · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
SPF FIV5 (Lux) SCSpCIK 1778045Filed within 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund IV

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
SPF FIV4 (Lux) SCSpCIK 1778039No change on the last amendmentEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund III

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
SPF FIV3 (Lux) SCSpCIK 1778110No change on the last amendmentEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund II

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
SPF FIV2 (US) LPCIK 1771934Filed within 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the SPF FIV funds

How many SPF FIV funds are there?
The SEC Form D record shows 4 vehicles in 4 numbered generations, the earliest filed Jun 17, 2019 and the latest filing on Sep 2, 2026. By generation: Fund V (SPF FIV5 (Lux) SCSp, first filed Aug 15, 2019); Fund IV (SPF FIV4 (Lux) SCSp, first filed Jun 17, 2019); Fund III (SPF FIV3 (Lux) SCSp, first filed Aug 31, 2021); Fund II (SPF FIV2 (US) LP, first filed Jun 17, 2019).
What is the latest SPF FIV fund?
SPF FIV5 (Lux) SCSp, which first filed a Form D on Aug 15, 2019 and last amended it on Aug 10, 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 SPF FIV funds?
J.P. Morgan Investment Management INC. (RIA, CRD 107038), 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 SPF FIV 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.