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

IVY REALTY FUND IV, LP

advised by IVY EQUITIES II, 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:bbbed1c0-6493-a976-a7ea-b632cef174f7

Data as of Mar 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2016 to Mar 30, 2020
5 observations

Across DFX

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

Real Estate Fundsidentity

IVY Realty 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: IVY EQUITIES II, LLCCRD 159338
Fund type: Real Estate Fund
Latest reported GAV: $201Mgross asset value on Schedule D 7.B(1), as of 2020-03-30; never fund size
Peak reported GAV: $201M
Beneficial owners: 77
Minimum investment: $250,000
Owned by the adviser: 900%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 30, 2016
Last reported: Mar 30, 2020fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 5
Fund id: 805-4189689457

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	$201M	77	$250,000	900.0%	yes	IVY REALTY FUND IV, LP
Mar 23, 2019	$193M	77	$250,000	800.0%	yes	IVY REALTY FUND IV, LP
Mar 30, 2018	$193M	77	$250,000	800.0%	yes	IVY REALTY FUND IV, LP
Mar 24, 2017	$185M	74	$250,000	500.0%	yes	IVY REALTY FUND IV, LP
Mar 30, 2016	$178M	74	$250,000	500.0%	yes	IVY REALTY FUND IV, LP

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
COLUMBIA BANK	COLUMBIA BANK	Paramus	New Jersey	United States	no	n/a

Relationships

Advises (1)

← IVY EQUITIES II, LLCRegistered adviserReal Estate Fund, IA
Mar 30, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bbbed1c0-6493-a976-a7ea-b632cef174f7
First observed: Mar 30, 2016
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.

IVY REALTY FUND IV, LP

advised by IVY EQUITIES II, 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:bbbed1c0-6493-a976-a7ea-b632cef174f7

Data as of Mar 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 30, 2020

$201M

$250,000

900.0%

yes

IVY REALTY FUND IV, LP

Mar 23, 2019

$193M

$250,000

800.0%

yes

IVY REALTY FUND IV, LP

Mar 30, 2018

$193M

$250,000

800.0%

yes

IVY REALTY FUND IV, LP

Mar 24, 2017

$185M

$250,000

500.0%

yes

IVY REALTY FUND IV, LP

Mar 30, 2016

$178M

$250,000

500.0%

yes

IVY REALTY FUND IV, LP

Custodian

Legal name

City

State

Country

Related person

SEC number

COLUMBIA BANK

Paramus

New Jersey

United States

n/a