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

BLUM STRATEGIC PARTNERS IV, L.P.

advised by BLUM CAPITAL PARTNERS LP

Delaware, United States

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Search this name across graphsid dfx:ria:643c681b-7f56-aed2-6fb8-10a20b13a758

Data as of Mar 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Mar 29, 2012 to Mar 30, 2020
27 observations

Across DFX

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

Private Equityidentity

Blum Strategic Partners IV, L.P.

Private equity fund · cited, shared adv fund id

Allocatorsidentity

Blum Strategic Partners IV, L.P.

Vehicle with allocator commitments · cited, shared adv fund id

Facts

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

Adviser: BLUM CAPITAL PARTNERS LPCRD 106226
Fund type: Private Equity Fund
Latest reported GAV: $36.3Mgross asset value on Schedule D 7.B(1), as of 2020-03-30; never fund size
Peak reported GAV: $763M
Beneficial owners: 25
Minimum investment: $10.0M
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 1300%
Clients solicited: no
Form D file number: 021-111861an 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 29, 2012
Last reported: Mar 30, 2020fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 27
Fund id: 805-3163146402

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, 2020	$36.3M	25	$10.0M	100.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Mar 30, 2019	$33.9M	25	$10.0M	100.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Jan 17, 2019	$164M	25	$10.0M	0.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Oct 12, 2018	$164M	25	$10.0M	0.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Jul 20, 2018	$164M	25	$10.0M	0.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
May 8, 2018	$164M	25	$10.0M	0.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Mar 30, 2018	$164M	25	$10.0M	0.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Mar 31, 2017	$140M	24	$10.0M	7800.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Jun 28, 2016	$254M	24	$10.0M	0.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Mar 30, 2016	$254M	24	$10.0M	0.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Oct 23, 2015	$599M	55	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Aug 6, 2015	$599M	55	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Mar 30, 2015	$599M	55	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Feb 17, 2015	$542M	56	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Aug 22, 2014	$542M	56	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Jul 8, 2014	$542M	56	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Mar 26, 2014	$542M	56	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Jan 10, 2014	$697M	55	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Jul 19, 2013	$697M	55	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
May 9, 2013	$697M	55	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Mar 28, 2013	$697M	55	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Jan 22, 2013	$763M	53	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Nov 16, 2012	$763M	53	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Nov 9, 2012	$763M	53	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Sep 13, 2012	$763M	53	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Jul 12, 2012	$763M	53	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.
Mar 29, 2012	$763M	53	$10.0M	500.0%	yes	BLUM STRATEGIC PARTNERS IV, L.P.

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
GOLDMAN SACHS EXECUTION & CLEARING, L.P.	GOLDMAN SACHS EXECUTION & CLEARING, L.P.	NEW YORK	New York	United States	no	8-526

Relationships

Advises (1)

← BLUM CAPITAL PARTNERS LPRegistered adviserPrivate Equity Fund, IA
Mar 29, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:643c681b-7f56-aed2-6fb8-10a20b13a758
First observed: Mar 29, 2012
Last observed: Mar 30, 2020 78 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.

BLUM STRATEGIC PARTNERS IV, L.P.

advised by BLUM CAPITAL PARTNERS LP

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:643c681b-7f56-aed2-6fb8-10a20b13a758

Data as of Mar 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:59 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 30, 2020

$36.3M

$10.0M

100.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Mar 30, 2019

$33.9M

$10.0M

100.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Jan 17, 2019

$164M

$10.0M

0.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Oct 12, 2018

$164M

$10.0M

0.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Jul 20, 2018

$164M

$10.0M

0.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

May 8, 2018

$164M

$10.0M

0.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Mar 30, 2018

$164M

$10.0M

0.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Mar 31, 2017

$140M

$10.0M

7800.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Jun 28, 2016

$254M

$10.0M

0.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Mar 30, 2016

$254M

$10.0M

0.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Oct 23, 2015

$599M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Aug 6, 2015

$599M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Mar 30, 2015

$599M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Feb 17, 2015

$542M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Aug 22, 2014

$542M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Jul 8, 2014

$542M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Mar 26, 2014

$542M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Jan 10, 2014

$697M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Jul 19, 2013

$697M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

May 9, 2013

$697M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Mar 28, 2013

$697M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Jan 22, 2013

$763M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Nov 16, 2012

$763M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Nov 9, 2012

$763M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Sep 13, 2012

$763M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Jul 12, 2012

$763M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Mar 29, 2012

$763M

$10.0M

500.0%

yes

BLUM STRATEGIC PARTNERS IV, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

NEW YORK

New York

United States

8-526