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Housatonic Equity Investors IV L.P.

Private Equity FundFund ID 805-3467902360Delaware, United States
Gross assets
$88M
Min. investment
$300K
Beneficial owners
94
Size rank
Top 46%
Audited
Yes
Structure
Standalone

About this fund

Housatonic Equity Investors IV L.P. is a private equity fund managed by Housatonic Management Company, Inc.. The fund reports $88 million in gross assets, placing it among the top 46% of private funds by size. The stated minimum investment is $300,000. 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 ID805-3467902360
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
Housatonic Equity Investors VI, L.P.Private Equity$650.9M
Housatonic Equity Investors V L.P.Private Equity$366.7M
Housatonic Equity Investors VII, LPPrivate Equity$282.7M
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Frequently asked questions

How large is Housatonic Equity Investors IV L.P.?

Housatonic Equity Investors IV L.P. reports $88 million in gross assets, among the top 46% of private funds by size.

What is the minimum investment for Housatonic Equity Investors IV L.P.?

The stated minimum investment is $300,000.

Who manages Housatonic Equity Investors IV L.P.?

Housatonic Equity Investors IV L.P. is managed by Housatonic Management Company, Inc.

Does Housatonic Equity Investors 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

Reported gross assets

$88M▲ 4%
Mar '25 — $84.2MApr '25 — $84.2MMay '25 — $84.2MJun '25 — $84.2MJul '25 — $84.2MAug '25 — $84.2MSep '25 — $84.2MOct '25 — $84.2MNov '25 — $84.2MDec '25 — $84.2MJan '26 — $84.2MFeb '26 — $84.2MMar '26 — $88MApr '26 — $88MMay '26 — $88MJun '26 — $88M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 46%
Larger than 54% of 67,041 private funds
Gross assets vs Private Equity FundsTop 42%
Larger than 58% of 31,066 private equity funds
Minimum investmentTop 56%
Higher than 44% of funds reporting a minimum

Investor base

Adviser & related persons1%
Funds of funds68%
Non-U.S. persons24%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.