DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Funds / Marlin Equity IV, L.P.
Marlin Equity IV, L.P.
Amounts, each with its basis
- Vintage
- 2013basis: first reported on Form ADV
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- unknownwhat may be sold, not what was raised
- Form D sold
- unknownno Form D on record
- First sale
- unknown
- Reported gross assets
- $490MForm ADV, as of Mar 29, 2024; not fund size, not dry powder
- Peak reported gross assets
- $1.4Bhighest year on the reporting tape
- Owners (ADV)
- 108
- Reported on ADV
- Dec 20, 2013 to Mar 29, 2024
- Structure
- standalone
- Fund of funds (ADV)
- no
Lifecycle
Harvest
rule: gross assets at least 25% below peak and still fallingmodel: lc-pe-1gav path: 2017,1434470958,2018,1297459279,2019,759839727,2020,785369956,2021,826283389,2022,717714221,2023,626305138,2024,490010579peak gav: $1.4Bas of year: $2,024latest gav: $490Mreported years: 12last step change: -0.218age years at as of: 11drawdown from peak: 0.658first reported year: $2,013
Reported gross assets by year
12 annual rows
| Year | Filed | Type | Gross assets | Owners | Min. investment | Non-US owned | Source | |
|---|---|---|---|---|---|---|---|---|
| 2013 | Dec 20, 2013 | Private Equity Fund | $117M | 108 | $10.0M | 34% | adviserinfo.sec.gov | |
| 2014 | Mar 31, 2014 | Private Equity Fund | $117M | 108 | $10.0M | 34% | adviserinfo.sec.gov | |
| 2015 | Mar 31, 2015 | Private Equity Fund | $211M | 105 | $10.0M | 32% | adviserinfo.sec.gov | |
| 2016 | Jul 7, 2016 | Private Equity Fund | $547M | 105 | $10.0M | 36% | adviserinfo.sec.gov | |
| 2017 | Mar 31, 2017 | Private Equity Fund | $1.4B | 105 | $10.0M | 36% | adviserinfo.sec.gov | |
| 2018 | Mar 29, 2018 | Private Equity Fund | $1.3B | 105 | $10.0M | 36% | adviserinfo.sec.gov | |
| 2019 | May 23, 2019 | Private Equity Fund | $760M | 105 | $10.0M | 36% | adviserinfo.sec.gov | |
| 2020 | Mar 30, 2020 | Private Equity Fund | $785M | 104 | $10.0M | 38% | adviserinfo.sec.gov | |
| 2021 | Mar 31, 2021 | Private Equity Fund | $826M | 105 | $10.0M | 39% | adviserinfo.sec.gov | |
| 2022 | May 11, 2022 | Private Equity Fund | $718M | 107 | $10.0M | 39% | adviserinfo.sec.gov | |
| 2023 | Mar 31, 2023 | Private Equity Fund | $626M | 107 | $10.0M | 39% | adviserinfo.sec.gov | |
| 2024 | Mar 29, 2024 | Private Equity Fund | $490M | 108 | $10.0M | 37% | adviserinfo.sec.gov |
Placement agents and principals
1 placement agents, 0 principals
- Credit Suisse Securities (USA) LLC placement agent since Jan 1, 2013 Fact
Limited partners
3 disclosed
| LP | Commitment | Committed | Kind | Source |
|---|---|---|---|---|
| New Jersey Division of Investment | $75.0M | unknown | primary | “Common Pension Fund E | Domestic Midmarket Buyout | Marlin Equity Partners IV | Jun-13 | Mar-26 | 75,000,000 | 79,883,912 | 0 | 19,626,704 | 71,830,188 | 91,456,892 | 1.14” Public pension private-markets disclosures, read through the venture lane's LP report tape |
| Alaska Permanent Fund Corporation | $32.0M | unknown | primary | “Fund Investments | Marlin Equity IV LP | USD | 2013 | 32,000,000” Public pension private-markets disclosures, read through the venture lane's LP report tape |
| Colorado Public Employees' Retirement Association | $40.0M | unknown | primary | “2013 | Marlin Equity IV | 40,000,000 | 42,483,686 | 38,307,940 | 3.50” Public pension private-markets disclosures, read through the venture lane's LP report tape |
Investments attributed to this fund
0
No investment attributed to this fund. A firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Events
4 most recent
- May 31, 2026New Jersey Division of Investment reports Marlin Equity Partners IV: $75,000,000 committed, vintage 2013Lp commitment disclosed Fact Public pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025Colorado Public Employees' Retirement Association reports Marlin Equity IV: $40,000,000 committed, vintage 2013, net IRR 3.5%Lp commitment disclosed Fact Public pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025Alaska Permanent Fund Corporation reports Marlin Equity IV LP: $32,000,000 committed, vintage 2013Lp commitment disclosed Fact Public pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 20, 2013Marlin Equity IV, L.P. first reported on Form ADV by Marlin Equity Partners (Private Equity Fund), GAV $117,280,275Fund first reported on Form ADV Fact SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)