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Peg U.S. Direct Corporate Finance Institutional Investors IV LLC

Private Equity FundFund ID 805-2076933068Delaware, United States
Gross assets
Min. investment
$10M
Beneficial owners
24
Size rank
Audited
Yes
Structure
Standalone

About this fund

Peg U.S. Direct Corporate Finance Institutional Investors IV LLC is a private equity fund managed by J.P. Morgan Investment Management Inc.. The stated minimum investment is $10 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 ID805-2076933068
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Iif Int'l Holding ScspOther Private$27.1B
Iif US Holding 2 LPOther Private$23.92B
Iif UK 1 Hedged LPOther Private$6.36B
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Frequently asked questions

What is the minimum investment for Peg U.S. Direct Corporate Finance Institutional Investors IV LLC?

The stated minimum investment is $10 million.

Who manages Peg U.S. Direct Corporate Finance Institutional Investors IV LLC?

Peg U.S. Direct Corporate Finance Institutional Investors IV LLC is managed by J.P. Morgan Investment Management Inc.

Does Peg U.S. Direct Corporate Finance Institutional Investors IV LLC disclose returns?

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

Service providers

Prime broker
None reported
Custodian
Auditor

Reported gross assets

$186KNo change
Mar '25 — $186KApr '25 — $186KMay '25 — $186KJun '25 — $186KJul '25 — $186KAug '25 — $186KSep '25 — $186KOct '25 — $186KNov '25 — $186KDec '25 — $186KJan '26 — $186KFeb '26 — $186KMar '26 — $186KApr '26 — $186KMay '26 — $186KJun '26 — $186K
Mar '25Form ADV, monthlyJun '26

How this fund compares

Minimum investmentTop 6%
Higher than 94% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons35%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.