DFX Intelligence
Allos IV L.P.
As of · the latest observation of this vehicle; each figure below carries its own filing date
Active deploymentFundraising status unknownADV: Venture Capital Fund
As of · the latest observation of this vehicle; each figure below carries its own filing date
2 additional principals
Every relationship, signal and contact on this record, with the source on each.
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Nothing material in the last 365 days. Last change: 6 Dec 2021, Latest Form D filed on 6 Dec 2021: no amount sold reported of $75M offered. A Form D amount is what was sold at the filing, never a final close.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2022basis: adv first reported
- 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
- $75.0Mwhat may be sold, not what was raised; file 021-423805, sworn by the adviser or filed under this vehicle
- Form D sold
- $0as of the filing of Dec 6, 2021
- First sale
- unknown
- Reported GAV
- $6.6Mon the Form ADV filed Apr 1, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 35
- Reported on ADV
- Mar 29, 2022 to Apr 1, 2026
Fundraising evidence
What counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.Unknown
latest Form D 2021-12-06, older than 15 months (fr-1)
evidence dated Dec 6, 2021.
Lifecycle
Active deployment
Lifecycle
vintage 2 to 4 years
age years: 4first sale: n/avintage year: 2022adv gav as of: Apr 1, 2026vintage basis: ADV first reportedform d sold: $0form d offering: $75.0Mform d latest filed at: Dec 6, 2021
The fund's own reporting through time
4 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 29, 2022 | Venture Capital Fund | $6.0M | 35 | $250,000 | 5% | yes | |
| Mar 31, 2023 | Venture Capital Fund | $6.7M | 35 | $250,000 | 5% | yes | |
| Mar 29, 2024 | Venture Capital Fund | $6.7M | 35 | $250,000 | 5% | yes | |
| Apr 1, 2026 | Venture Capital Fund | $6.6M | 35 | $250,000 | 5% |
Principals and agents
5 principals on Form D, 0 placement agents
- Julie a. Whitehead Executive Officer
- John C. Mcilwraith Director
- DON N. Aquilano Director
Service providers
1 named on Form ADV Schedule D and Form D
- AuditorPLANTE & MORAN, PLLC · CINCINNATI, Ohio, United StatesForm ADV filed Apr 1, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performance
Whose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocators
What these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
3 events
- Apr 1, 2026Auditor changed: PLANTE & MORAN, PLLC replaced MCM CPAS & ADVISORS, first reported on the Form ADV filed April 1, 2026 (previous filing April 1, 2026)Auditor changed Fact Form ADV
- Mar 29, 2022Allos IV L.P. first reported on Form ADV by Allos Venture Management Company, Ltd. (Venture Capital Fund), GAV $6,000,000Fund first reported on Form ADV Fact Form ADV
- Dec 6, 2021Allos IV L.P. filed Form D: no sales yet of $75,000,000, Venture Capital FundForm D filed Fact Form D
Evidence
15 observations
Every observation on this vehicle
- Entity type: Limited Partnership Dec 6, 2021 Fact Form D
- Form D fund type: Venture Capital Fund Dec 6, 2021 Fact Form D
- Form D industry group: Pooled Investment Fund Dec 6, 2021 Fact Form D
- Amendment: false Dec 6, 2021 Fact Form D
- Revenue range (Form D): Decline to Disclose Dec 6, 2021 Fact Form D
- Incorporated: withinFiveYears Dec 6, 2021 Fact Form D
- Jurisdiction: Delaware Dec 6, 2021 Fact Form D
- Amount sold (Form D): $0 Dec 6, 2021 Fact Form D
- Offering amount (Form D): $75.0M Dec 6, 2021 Fact Form D
- Exemptions: 06b, 3C, 3C.1 Dec 6, 2021 Fact Form D
- Investors (Form D): 0 Dec 6, 2021 Fact Form D
- Minimum investment (Form D): 250,000 Dec 6, 2021 Fact Form D
- Securities offered: pooled Dec 6, 2021 Fact Form D
- Office address: Dec 6, 2021 Fact Form D
- Year of incorporation: 2021 Dec 6, 2021 Fact Form D
Relationships across DFX
on 1 other DFX graph
Across the graphs
Allos IV L.P. is the same institution as 1 record in RIA and Wealth.
RIA and Wealth1
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Record history
2 dated events on the change ledger, latest event first
- Fund first reported on ADV2022-03-29source on record
- Form D filed2021-12-06source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.