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

STOCKBRIDGE VALUE FUND IV, LP

advised by CORE AND VALUE 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:6d6772ad-ec05-e187-cd99-a819f1a32652

Data as of Nov 9, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2021 to Nov 9, 2023
4 observations

Across DFX

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

Real Estate Fundsidentity

Stockbridge Value Fund IV, LP

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: CORE AND VALUE ADVISORS, LLCCRD 156093
Fund type: Real Estate Fund
Latest reported GAV: $1.2Bgross asset value on Schedule D 7.B(1), as of 2023-11-09; never fund size
Peak reported GAV: $1.2B
Beneficial owners: 18
Minimum investment: $5.0M
Owned by the adviser: 200%
Owned by funds of funds: 200%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-365648an 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 30, 2021
Last reported: Nov 9, 2023fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 4
Fund id: 805-6133395983

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
Nov 9, 2023	$1.2B	18	$5.0M	200.0%	yes	STOCKBRIDGE VALUE FUND IV, LP
Mar 31, 2023	$1.2B	18	$5.0M	200.0%	yes	STOCKBRIDGE VALUE FUND IV, LP
Mar 31, 2022	$864M	18	$5.0M	200.0%	yes	STOCKBRIDGE VALUE FUND IV, LP
Mar 30, 2021	$550M	53	$5.0M	200.0%	yes	STOCKBRIDGE VALUE FUND IV, LP

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
JPMORGAN CHASE BANK	JPMORGAN CHASE BANK, N.A.	Phoenix	Arizona	United States	no	n/a

Relationships

Advises (1)

← CORE AND VALUE ADVISORS, LLCRegistered adviserReal Estate Fund, IA
Mar 30, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d6772ad-ec05-e187-cd99-a819f1a32652
First observed: Mar 30, 2021
Last observed: Nov 9, 2023 34 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.

STOCKBRIDGE VALUE FUND IV, LP

advised by CORE AND VALUE 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:6d6772ad-ec05-e187-cd99-a819f1a32652

Data as of Nov 9, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Nov 9, 2023

$1.2B

$5.0M

200.0%

yes

STOCKBRIDGE VALUE FUND IV, LP

Mar 31, 2023

$1.2B

$5.0M

200.0%

yes

STOCKBRIDGE VALUE FUND IV, LP

Mar 31, 2022

$864M

$5.0M

200.0%

yes

STOCKBRIDGE VALUE FUND IV, LP

Mar 30, 2021

$550M

$5.0M

200.0%

yes

STOCKBRIDGE VALUE FUND IV, LP

Custodian

Legal name

City

State

Country

Related person

SEC number

JPMORGAN CHASE BANK

JPMORGAN CHASE BANK, N.A.

Phoenix

Arizona

United States

n/a