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RIA / WealthPrivate fundreal estate fund3(c)(1)dropped

ROSE AFFORDABLE HOUSING PRESERVATION FUND IV, L.P.

advised by ROSE SMART GROWTH INVESTMENT ADVISORS, LLC

Delaware, United States

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:4f9aae7c-8af4-5118-bbf0-bb4c63cae5b8

Data as of Mar 30, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 28, 2017 to Mar 30, 2018
3 observations

Across DFX

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

Real Estate Fundsidentity

Rose Affordable Housing Preservation Fund IV, L.P.

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

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

Adviser: ROSE SMART GROWTH INVESTMENT ADVISORS, LLCCRD 161271
Fund type: Real Estate Fund
Latest reported GAV: $437Mgross asset value on Schedule D 7.B(1), as of 2018-03-30; never fund size
Peak reported GAV: $437M
Beneficial owners: 112
Minimum investment: $1.0M
Owned by the adviser: 500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-264896an 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: Delaware, United States
First reported: Mar 28, 2017
Last reported: Mar 30, 2018fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-8514022228

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 30, 2018	$437M	112	$1.0M	500.0%	yes	ROSE AFFORDABLE HOUSING PRESERVATION FUND IV, L.P.
Sep 11, 2017	$127M	44	$1.0M	600.0%	yes	ROSE AFFORDABLE HOUSING PRESERVATION FUND IV, L.P.
Mar 28, 2017	$127M	44	$1.0M	600.0%	yes	ROSE AFFORDABLE HOUSING PRESERVATION FUND IV, L.P.

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
JP MORGAN CHASE BANK, N.A.	JP MORGAN CHASE BANK, N.A.	NEW YORK	New York	United States	no	n/a

Relationships

Advises (1)

← ROSE SMART GROWTH INVESTMENT ADVISORS, LLCRegistered adviserReal Estate Fund, IA, no longer reported
Mar 28, 2017 to Mar 30, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f9aae7c-8af4-5118-bbf0-bb4c63cae5b8
First observed: Mar 28, 2017
Last observed: Mar 30, 2018 103 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.

ROSE AFFORDABLE HOUSING PRESERVATION FUND IV, L.P.

advised by ROSE SMART GROWTH INVESTMENT ADVISORS, LLC

Delaware, United States

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:4f9aae7c-8af4-5118-bbf0-bb4c63cae5b8

Data as of Mar 30, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:22 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 30, 2018

$437M

112

$1.0M

500.0%

yes

ROSE AFFORDABLE HOUSING PRESERVATION FUND IV, L.P.

Sep 11, 2017

$127M

$1.0M

600.0%

yes

ROSE AFFORDABLE HOUSING PRESERVATION FUND IV, L.P.

Mar 28, 2017

$127M

$1.0M

600.0%

yes

ROSE AFFORDABLE HOUSING PRESERVATION FUND IV, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

JP MORGAN CHASE BANK, N.A.

NEW YORK

New York

United States

n/a