DFX Intelligence

Data Factory

RIA / WealthPrivate fundreal estate fund3(c)(7)master fund

IC BERKELEY PARTNERS IV, LP

advised by BERKELEY PARTNERS MANAGEMENT, 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:7133abcd-fdf6-52ba-b15c-83bd87da594b

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Apr 6, 2016 to Mar 31, 2023
19 observations

Across DFX

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

Real Estate Fundsidentity

IC Berkeley Partners 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: BERKELEY PARTNERS MANAGEMENT, LLCCRD 284163
Fund type: Real Estate Fund
Latest reported GAV: $4.3Mgross asset value on Schedule D 7.B(1), as of 2023-03-31; never fund size
Peak reported GAV: $574M
Beneficial owners: 16
Minimum investment: $1.0M
Owned by the adviser: 200%
Owned by funds of funds: 3000%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-262053an 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: Apr 6, 2016
Last reported: Mar 31, 2023fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 19
Fund id: 805-3893848342

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 31, 2023	$4.3M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Aug 25, 2022	$574M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Aug 25, 2022	$574M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Mar 31, 2022	$574M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Aug 20, 2021	$432M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Aug 20, 2021	$432M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Mar 31, 2021	$445M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Mar 30, 2020	$517M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Apr 3, 2019	$393M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Mar 29, 2019	$393M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Jan 23, 2019	$304M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Jul 30, 2018	$304M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Mar 28, 2018	$304M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Mar 31, 2017	$123M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Mar 31, 2017	$123M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Mar 31, 2017	$123M	16	$1.0M	200.0%	yes	IC BERKELEY PARTNERS IV, LP
Nov 10, 2016	$80.5M	9	$5.0M	0.0%	yes	IC BERKELEY PARTNERS IV, LP
Nov 10, 2016	$80.5M	9	$5.0M	0.0%	yes	IC BERKELEY PARTNERS IV, LP
Apr 6, 2016	$0	0	$5.0M	0.0%	yes	IC BERKELEY PARTNERS IV, LP

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
FIFTH THIRD BANK	FIFTH THIRD BANK	Chicago	Illinois	United States	no	n/a
FIRST REPUBLIC BANK	FIRST REPUBLIC BANK	SAN FRANCISCO	California	United States	no	n/a

Relationships

Advises (1)

← BERKELEY PARTNERS MANAGEMENT, LLCRegistered adviserReal Estate Fund, IA
Apr 6, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7133abcd-fdf6-52ba-b15c-83bd87da594b
First observed: Apr 6, 2016
Last observed: Mar 31, 2023 42 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.

IC BERKELEY PARTNERS IV, LP

advised by BERKELEY PARTNERS MANAGEMENT, 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:7133abcd-fdf6-52ba-b15c-83bd87da594b

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 31, 2023

$4.3M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Aug 25, 2022

$574M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Aug 25, 2022

$574M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Mar 31, 2022

$574M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Aug 20, 2021

$432M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Aug 20, 2021

$432M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Mar 31, 2021

$445M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Mar 30, 2020

$517M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Apr 3, 2019

$393M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Mar 29, 2019

$393M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Jan 23, 2019

$304M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Jul 30, 2018

$304M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Mar 28, 2018

$304M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Mar 31, 2017

$123M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Mar 31, 2017

$123M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Mar 31, 2017

$123M

$1.0M

200.0%

yes

IC BERKELEY PARTNERS IV, LP

Nov 10, 2016

$80.5M

$5.0M

0.0%

yes

IC BERKELEY PARTNERS IV, LP

Nov 10, 2016

$80.5M

$5.0M

0.0%

yes

IC BERKELEY PARTNERS IV, LP

Apr 6, 2016

$5.0M

0.0%

yes

IC BERKELEY PARTNERS IV, LP

Custodian

Legal name

City

State

Country

Related person

SEC number

FIFTH THIRD BANK

Chicago

Illinois

United States

n/a

FIRST REPUBLIC BANK

SAN FRANCISCO

California

United States

n/a