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RIA / WealthPrivate fundprivate equity fund3(c)(7)master fund

BREGAL SAGEMOUNT IV-B LP

advised by BREGAL INVESTMENTS, INC.

Jersey

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3c87542d-2d11-d0e7-5cc6-9b55287d0338

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2023 to Mar 29, 2024
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Bregal Sagemount Iv-B LP

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: BREGAL INVESTMENTS, INC.CRD 285006
Fund type: Private Equity Fund
Latest reported GAV: $1.2Bgross asset value on Schedule D 7.B(1), as of 2024-03-29; never fund size
Peak reported GAV: $1.2B
Beneficial owners: 99
Minimum investment: $5.0M
Owned by the adviser: 1100%
Owned by funds of funds: 1200%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-445751an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Jersey
First reported: Mar 31, 2023
Last reported: Mar 29, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-1625589881

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 29, 2024	$1.2B	99	$5.0M	1100.0%	yes	BREGAL SAGEMOUNT IV-B LP
Aug 21, 2023	$1.1B	98	$5.0M	800.0%	yes	BREGAL SAGEMOUNT IV-B LP
Mar 31, 2023	$1.1B	98	$5.0M	800.0%	yes	BREGAL SAGEMOUNT IV-B LP

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BANK OF MONTREAL	BANK OF MONTREAL	Chicago	Illinois	United States	no	n/a
SILICON VALLEY BANK	SILICON VALLEY BANK	SANTA CLARA	California	United States	no	n/a

Relationships

Advises (1)

← BREGAL INVESTMENTS, INC.Registered adviserPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c87542d-2d11-d0e7-5cc6-9b55287d0338
First observed: Mar 31, 2023
Last observed: Mar 29, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BREGAL SAGEMOUNT IV-B LP

advised by BREGAL INVESTMENTS, INC.

Jersey

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3c87542d-2d11-d0e7-5cc6-9b55287d0338

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 29, 2024

$1.2B

$5.0M

1100.0%

yes

BREGAL SAGEMOUNT IV-B LP

Aug 21, 2023

$1.1B

$5.0M

800.0%

yes

BREGAL SAGEMOUNT IV-B LP

Mar 31, 2023

$1.1B

$5.0M

800.0%

yes

BREGAL SAGEMOUNT IV-B LP

Custodian

Legal name

City

State

Country

Related person

SEC number

BANK OF MONTREAL

Chicago

Illinois

United States

n/a

SILICON VALLEY BANK

SANTA CLARA

California

United States

n/a