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RIA / WealthPrivate fundprivate equity fund3(c)(7)fund of funds

APOGEM REAL ASSETS FUND IV, LP

advised by APOGEM CAPITAL 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:81611654-e4bd-e9eb-7d9f-a4c8a9c994f1

Data as of Nov 13, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Sep 30, 2024 to Nov 13, 2024
2 observations

Across DFX

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

Private Equityidentity

Apogem Real Assets Fund 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: APOGEM CAPITAL LLCCRD 309234
Fund type: Private Equity Fund
Latest reported GAV: $0gross asset value on Schedule D 7.B(1), as of 2024-11-13; never fund size
Peak reported GAV: $0
Beneficial owners: 45
Minimum investment: $1.0M
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-51068an 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: Sep 30, 2024
Last reported: Nov 13, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-3545233736

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 13, 2024	$0	45	$1.0M	100.0%	yes	APOGEM REAL ASSETS FUND IV, LP
Sep 30, 2024	$0	45	$1.0M	100.0%	yes	APOGEM REAL ASSETS FUND IV, LP

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
PNC BANK, N.A.	PNC BANK, N.A.	Pittsburgh	Pennsylvania	United States	no	n/a

Relationships

Advises (1)

← APOGEM CAPITAL LLCRegistered adviserPrivate Equity Fund, IA
Sep 30, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81611654-e4bd-e9eb-7d9f-a4c8a9c994f1
First observed: Sep 30, 2024
Last observed: Nov 13, 2024 22 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.

APOGEM REAL ASSETS FUND IV, LP

advised by APOGEM CAPITAL 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:81611654-e4bd-e9eb-7d9f-a4c8a9c994f1

Data as of Nov 13, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:00 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Nov 13, 2024

$1.0M

100.0%

yes

APOGEM REAL ASSETS FUND IV, LP

Sep 30, 2024

$1.0M

100.0%

yes

APOGEM REAL ASSETS FUND IV, LP

Custodian

Legal name

City

State

Country

Related person

SEC number

PNC BANK, N.A.

Pittsburgh

Pennsylvania

United States

n/a