DFX Intelligence
Coastal Growth Fund IV, LLC
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
1 additional principal
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- +18%reported GAV
Reported gross assets rose from $9.75M to $11.5M between the Form ADV filings of 23 Sep 2024 and 30 Apr 2026.
The fund's assets as the adviser swears them, never its size or dry powder.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2023basis: form d first sale
- 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
- $30.0Mwhat may be sold, not what was raised; file 021-500193, sworn by the adviser or filed under this vehicle
- Form D sold
- $10.7Mas of the filing of Aug 2, 2024, 29 investors
- First sale
- Nov 21, 2023
- Reported GAV
- $11.5Mon the Form ADV filed Apr 30, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 31
- Reported on ADV
- Apr 3, 2024 to Apr 30, 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 2024-08-02, older than 15 months (fr-1)
evidence dated Aug 2, 2024.
Lifecycle
Active deployment
Lifecycle
vintage 2 to 4 years
age years: 3first sale: Nov 21, 2023vintage year: 2023adv gav as of: Apr 30, 2026vintage basis: Form d first saleform d sold: $10.7Mform d offering: $30.0Mform d latest filed at: Aug 2, 2024
The fund's own reporting through time
5 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Apr 3, 2024 | Securitized Asset Fund | $9.8M | 24 | $100,000 | 1% | no | |
| Apr 17, 2024 | Securitized Asset Fund | $9.8M | 24 | $100,000 | 1% | no | |
| Jun 28, 2024 | Venture Capital Fund | $9.8M | 24 | $100,000 | 1% | no | |
| Sep 23, 2024 | Venture Capital Fund | $9.8M | 24 | $100,000 | 1% | no | |
| Apr 30, 2026 | Venture Capital Fund | $11.5M | 31 | $100,000 | 3% |
Principals and agents
4 principals on Form D, 0 placement agents
- Travis Barr Executive Officer/Promoter
- Keith Ahrens Executive Officer/Promoter
- Tyler Bloechinger Executive Officer/Promoter
Service providers
2 named on Form ADV Schedule D and Form D
- AuditorGRASSI & CO. · NEW YORK, New York, United StatesForm ADV filed Apr 30, 2026 reports.adviserinfo.sec.gov
- CustodianWINTER PARK NATIONAL BANK · WINTER PARK, Florida, United StatesForm ADV filed Apr 30, 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
4 events
- Aug 2, 2024Coastal Growth Fund IV, LLC filed Form D/A: $10,738,000 sold of $30,000,000, Private Equity FundForm D filed Fact Form D
- Apr 3, 2024Coastal Growth Fund IV, LLC first reported on Form ADV by Coastal Investment Company, LLC (Securitized Asset Fund), GAV $9,750,000Fund first reported on Form ADV Fact Form ADV
- Jan 9, 2024Coastal Growth Fund IV, LLC filed Form D/A: $7,850,000 sold of $30,000,000, Private Equity FundForm D filed Fact Form D
- Dec 19, 2023Coastal Growth Fund IV, LLC filed Form D: $5,000,000 sold of $30,000,000, Private Equity FundForm D filed Fact Form D
Evidence
48 observations
Every observation on this vehicle
- Entity type: Limited Liability Company Aug 2, 2024 Fact Form D
- Entity type: Limited Liability Company Jan 9, 2024 Fact Form D
- Entity type: Limited Liability Company Dec 19, 2023 Fact Form D
- Form D fund type: Private Equity Fund Aug 2, 2024 Fact Form D
- Form D fund type: Private Equity Fund Jan 9, 2024 Fact Form D
- Form D fund type: Private Equity Fund Dec 19, 2023 Fact Form D
- Form D industry group: Pooled Investment Fund Aug 2, 2024 Fact Form D
- Form D industry group: Pooled Investment Fund Jan 9, 2024 Fact Form D
- Form D industry group: Pooled Investment Fund Dec 19, 2023 Fact Form D
- Amendment: true Aug 2, 2024 Fact Form D
- Amendment: true Jan 9, 2024 Fact Form D
- Amendment: false Dec 19, 2023 Fact Form D
- Revenue range (Form D): No Revenues Aug 2, 2024 Fact Form D
- Revenue range (Form D): No Revenues Jan 9, 2024 Fact Form D
- Revenue range (Form D): No Revenues Dec 19, 2023 Fact Form D
- Incorporated: withinFiveYears Aug 2, 2024 Fact Form D
- Incorporated: withinFiveYears Jan 9, 2024 Fact Form D
- Incorporated: withinFiveYears Dec 19, 2023 Fact Form D
- Jurisdiction: Florida Aug 2, 2024 Fact Form D
- Jurisdiction: Florida Jan 9, 2024 Fact Form D
- Jurisdiction: Florida Dec 19, 2023 Fact Form D
- Amount sold (Form D): $10.7M Aug 2, 2024 Fact Form D
- Amount sold (Form D): $7.8M Jan 9, 2024 Fact Form D
- Amount sold (Form D): $5.0M Dec 19, 2023 Fact Form D
- Offering amount (Form D): $30.0M Aug 2, 2024 Fact Form D
- Offering amount (Form D): $30.0M Jan 9, 2024 Fact Form D
- Offering amount (Form D): $30.0M Dec 19, 2023 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.5 Aug 2, 2024 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.5 Jan 9, 2024 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.5 Dec 19, 2023 Fact Form D
- First sale: 2023-11-21 Aug 2, 2024 Fact Form D
- First sale: 2023-11-21 Jan 9, 2024 Fact Form D
- First sale: 2023-11-21 Dec 19, 2023 Fact Form D
- Investors (Form D): 29 Aug 2, 2024 Fact Form D
- Investors (Form D): 15 Jan 9, 2024 Fact Form D
- Investors (Form D): 10 Dec 19, 2023 Fact Form D
- Minimum investment (Form D): 50,000 Aug 2, 2024 Fact Form D
- Minimum investment (Form D): 100,000 Jan 9, 2024 Fact Form D
- Minimum investment (Form D): 100,000 Dec 19, 2023 Fact Form D
- Securities offered: pooled Aug 2, 2024 Fact Form D
- Securities offered: pooled Jan 9, 2024 Fact Form D
- Securities offered: pooled Dec 19, 2023 Fact Form D
- Office address: Aug 2, 2024 Fact Form D
- Office address: Jan 9, 2024 Fact Form D
- Office address: Dec 19, 2023 Fact Form D
- Year of incorporation: 2023 Aug 2, 2024 Fact Form D
- Year of incorporation: 2023 Jan 9, 2024 Fact Form D
- Year of incorporation: 2023 Dec 19, 2023 Fact Form D
Relationships across DFX
on 2 other DFX graphs
Across the graphs
Coastal Growth Fund IV, LLC is the same institution as 2 records in RIA and Wealth and Private Equity.
RIA and Wealth1Private Equity1
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Record history
4 dated events on the change ledger, latest event first
- Form D filed2024-08-02source on record
- Fund first reported on ADV2024-04-03source on record
- Form D filed2024-01-09source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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.