PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Capitalsouth Sbic Fund IV, L.P.

Private Equity FundFund ID 805-5456606573Delaware, United States
Gross assets
$121.2M
Min. investment
$1M
Beneficial owners
51
Size rank
Top 40%
Audited
Yes
Structure
Standalone

About this fund

Capitalsouth Sbic Fund IV, L.P. is a private equity fund managed by Capitala Private Advisors, LLC. The fund reports $121.2 million in gross assets, placing it among the top 40% of private funds by size. The stated minimum investment is $1 million. 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 ID805-5456606573
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Capitala Sbic Fund VI, L.P.Private Equity$307.4M
Capitalsouth Partners Fund III, L.P.Private Equity$15.2M
Capitala Private Credit Fund V, L.P.Private Equity$4.3M

Frequently asked questions

How large is Capitalsouth Sbic Fund IV, L.P.?

Capitalsouth Sbic Fund IV, L.P. reports $121.2 million in gross assets, among the top 40% of private funds by size.

What is the minimum investment for Capitalsouth Sbic Fund IV, L.P.?

The stated minimum investment is $1 million.

Who manages Capitalsouth Sbic Fund IV, L.P.?

Capitalsouth Sbic Fund IV, L.P. is managed by Capitala Private Advisors, LLC.

Does Capitalsouth Sbic Fund IV, L.P. 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
Custodian
Administrator

Reported gross assets

$121.2M▼ 3%
Mar '25 — $125MApr '25 — $143.3MMay '25 — $143.3MJun '25 — $143.3MJul '25 — $143.3MAug '25 — $143.3MSep '25 — $143.3MOct '25 — $143.3MNov '25 — $143.3MDec '25 — $143.3MJan '26 — $143.3MFeb '26 — $143.3MMar '26 — $121.2MApr '26 — $121.2MMay '26 — $121.2MJun '26 — $121.2M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 40%
Larger than 60% of 67,041 private funds
Gross assets vs Private Equity FundsTop 36%
Larger than 64% of 31,066 private equity funds
Minimum investmentTop 33%
Higher than 67% of funds reporting a minimum

Investor base

Adviser & related persons26%
Funds of funds38%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.