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Ballentine Private Equity Fund IV

Private Equity FundFund ID 805-1319595856Delaware, United States
Gross assets
$50.5M
Min. investment
$250K
Beneficial owners
17
Size rank
Top 55%
Audited
Yes
Structure
Standalone

About this fund

Ballentine Private Equity Fund IV is a private equity fund managed by Ballentine Partners, LLC. The fund reports $50.5 million in gross assets, placing it among the top 55% of private funds by size. The stated minimum investment is $250,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-1319595856
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Ballentine Private Equity Fund III, LPPrivate Equity$134.6M
Ballentine Private Equity Fund II, LPPrivate Equity$90.6M
Ballentine Income Opportunities Fund, LPPrivate Equity$52.3M
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Frequently asked questions

How large is Ballentine Private Equity Fund IV?

Ballentine Private Equity Fund IV reports $50.5 million in gross assets, among the top 55% of private funds by size.

What is the minimum investment for Ballentine Private Equity Fund IV?

The stated minimum investment is $250,000.

Who manages Ballentine Private Equity Fund IV?

Ballentine Private Equity Fund IV is managed by Ballentine Partners, LLC.

Does Ballentine Private Equity Fund IV disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported

Reported gross assets

$50.5MNo change
Jan '26 — $50.5MFeb '26 — $50.5MMar '26 — $50.5MApr '26 — $50.5MMay '26 — $50.5MJun '26 — $50.5M
Jan '26Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 55%
Larger than 45% of 67,041 private funds
Gross assets vs Private Equity FundsTop 52%
Larger than 48% of 31,066 private equity funds
Minimum investmentTop 56%
Higher than 44% of funds reporting a minimum

Investor base

Adviser & related persons42%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.