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

BREGAL SAGEMOUNT IV 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:6087fe06-aac8-cd1b-655a-8cb99538e42b

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:54 PM 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 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: 61
Minimum investment: $5.0M
Owned by the adviser: 10000%
Owned by funds of funds: 9700%
Owned by non-US persons: 9900%
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: 805-3126848227

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	61	$5.0M	10000.0%	yes	BREGAL SAGEMOUNT IV LP
Aug 21, 2023	$1.0B	48	$5.0M	10000.0%	yes	BREGAL SAGEMOUNT IV LP
Mar 31, 2023	$1.0B	48	$5.0M	10000.0%	yes	BREGAL SAGEMOUNT IV 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
CITIGROUP EUROPE PLC, UK BRANCH	CITIGROUP EUROPE PLC, UK BRANCH	London	n/a	United Kingdom	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:6087fe06-aac8-cd1b-655a-8cb99538e42b
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 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:6087fe06-aac8-cd1b-655a-8cb99538e42b

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:54 PM 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

10000.0%

yes

BREGAL SAGEMOUNT IV LP

Aug 21, 2023

$1.0B

$5.0M

10000.0%

yes

BREGAL SAGEMOUNT IV LP

Mar 31, 2023

$1.0B

$5.0M

10000.0%

yes

BREGAL SAGEMOUNT IV LP

Custodian

Legal name

City

State

Country

Related person

SEC number

BANK OF MONTREAL

Chicago

Illinois

United States

n/a

CITIGROUP EUROPE PLC, UK BRANCH

London

n/a

United Kingdom

n/a

SILICON VALLEY BANK

SANTA CLARA

California

United States

n/a