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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 12:57 AM ET

Sponsor Check › Issuer

BID IV Note Issuer LP

Limited Partnership · organized in DELAWARE · formed 2024 · NEW YORK, NY · SEC CIK 2048517

2Form D filings
$845,034,000max total sold reported
13investors (max reported)
2025–2026filing years
0new offerings, last 12 mo

Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Apr 10, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet

Key records

The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.

1. Lawsuits

None found in sources searched.

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:54 PM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

Not yet searched.

Search queued. Results are added automatically; check back later or follow this page to be notified.

3. Bankruptcies

None found in sources searched.

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:54 PM ET.

State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No public statement by this issuer has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this issuer yet.

5. Money to insiders and sales commissions

1 of 1 offering reports sales commissions totalling $8,000,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

SourceOffering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell it
EDGAR ↗Apr 10, 2026 D/A
File 021-543318
$8,000,000 (est.)$0$0Brookfield Private Advisors LLC BrokerCheck CRD 151423 ↗
via Brookfield Private Advisors LLC (CRD 151423 ↗)

Brookfield Private Capital (UK) Limited no CRD number reported
via Brookfield Private Capital (UK) Limited

Brookfield Singapore Pte. Ltd no CRD number reported
via Brookfield Singapore Pte. Ltd

Brookfield Advisors (Hong Kong) Ltd no CRD number reported
via Brookfield Advisors (Hong Kong) Ltd

Brookfield Investment Management (Canada) ULC no CRD number reported
via Brookfield Investment Management (Canada) ULC

Brookfield Oaktree Wealth Solutions LLC BrokerCheck CRD 313390 ↗
via Brookfield Oaktree Wealth Solutions LLC (CRD 313390 ↗)

Brookfield Capital Securities Ltd. no CRD number reported
via Brookfield Capital Securities Ltd.

As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookups queued

0 recorded documents and 0 ownership records matched to BID IV Note Issuer LP in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Not yet searched for this issuer (queued): NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 12:57 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Offerings (SEC Form D)

Each filing as reported by the issuer, newest first. Open a row for the full plain-English detail. D = original notice, D/A = amendment.

Offerings at a glance — 1 offering, 2 filings (one row per SEC file number)
File no.Original Form DLatest filingAmendmentsOffered (latest)Sold (latest)Industry (latest)
021-543318Apr 10, 2025 EDGAR ↗Apr 10, 2026 D/A EDGAR ↗1
latest Apr 10, 2026
Indefinite$845,034,000Pooled Investment Fund

Offerings are grouped by SEC file number; rows without a file number (not yet retrieved from EDGAR) are shown as their own offering until the link is fetched.

Apr 10, 2026 D/A Pooled Investment Fund — $845,034,000 sold of Indefinite · 13 investors EDGAR ↗
FilingForm D/A (amendment) filed Apr 10, 2026 · amends 0002048517-25-000001 ↗
SEC file no. 021-543318 · accession 0002048517-26-000004 · filing 2 of 2 in this offering
Raise progress$845,034,000 sold of Indefinite offered · Indefinite remaining · first sale Apr 9, 2025
Issuer's note: Amount disclosed in 13 and number of investors disclosed in 14 reflects sales exempt from registration under Reg D and/or other available exemptions.
Filing timingDate of first sale: Apr 9, 2025 · Original Form D filed: Apr 10, 2025 (1 day after first sale) · This amendment (Form D/A) filed: Apr 10, 2026
This row is an amendment. Rule: the original Form D is generally due within 15 days after the first sale; the rule sets no deadline measured from an amendment. Dates shown as reported; no conclusion is drawn.
Time since first sale563 days (1.5 years)
Annual amendmentsIssuer reported the offering may last more than one year. This filing is an amendment dated Apr 10, 2026. Most recent amendment for this offering in our index: this filing, Apr 10, 2026.
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors13 total · issuer reported no non-accredited investors
Exemption claimedRule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Debt; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed 2024 · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Other Investment Fund)
Who is paid to sell itBrookfield Private Advisors LLC — FINRA BrokerCheck CRD 151423 ↗ · associated broker-dealer: Brookfield Private Advisors LLC (CRD 151423 ↗)
Solicits in: All States

Brookfield Private Capital (UK) Limited — no CRD number reported · associated broker-dealer: Brookfield Private Capital (UK) Limited
Brookfield Singapore Pte. Ltd — no CRD number reported · associated broker-dealer: Brookfield Singapore Pte. Ltd
Brookfield Advisors (Hong Kong) Ltd — no CRD number reported · associated broker-dealer: Brookfield Advisors (Hong Kong) Ltd
Brookfield Investment Management (Canada) ULC — no CRD number reported · associated broker-dealer: Brookfield Investment Management (Canada) ULC
Brookfield Oaktree Wealth Solutions LLC — FINRA BrokerCheck CRD 313390 ↗ · associated broker-dealer: Brookfield Oaktree Wealth Solutions LLC (CRD 313390 ↗)
Solicits in: All States

Brookfield Capital Securities Ltd. — no CRD number reported · associated broker-dealer: Brookfield Capital Securities Ltd.
Money to insidersSales commissions: $8,000,000 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Issuer's note: The figure disclosed above reflects estimated amounts expected to be paid to placement agents in respect of sales exempt from registration under Regulation D and/or other available exemptions and includes amounts paid to Brookfield affiliates.
Signed byJacobus Gerhardus Smit, Director of the General Partner of Issuer (Apr 10, 2026)
Jacobus Gerhardus Smit, Director of the General Partner of Issuer (Apr 10, 2026)
Changes vs previous filing
  • total sold: $0 (Apr 10, 2025) → $845,034,000 (Apr 10, 2026)
  • investors: 0 (Apr 10, 2025) → 13 (Apr 10, 2026)
  • date of first sale: Yet to occur (Apr 10, 2025) → Apr 9, 2025 (Apr 10, 2026)
  • related persons added (Apr 10, 2026): Jacobus Gerhardus Smit
  • related persons no longer listed (Apr 10, 2026): Jaco Smit
Compared with the D filed Apr 10, 2025 (EDGAR ↗). Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Amendment history as filed; no conclusion is drawn.
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$100,000.
Offering size: Indefinite. Typical range: $500,000–$16,420,250.
Investors: 13. Typical range: 2–28.
"Similar" = Pooled Investment Fund, Rule 506(c). Based on 8,096 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(c); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 6,057, offering size 4,103, investors 5,272. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Apr 10, 2025 D Pooled Investment Fund — $0 sold of Indefinite · 0 investors EDGAR ↗
FilingForm D filed Apr 10, 2025
SEC file no. 021-543318 · accession 0002048517-25-000001 · filing 1 of 2 in this offering
Raise progress$0 sold of Indefinite offered · Indefinite remaining
Filing timingDate of first sale: Yet to occur · Form D filed: Apr 10, 2025
Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn.
Annual amendmentsIssuer reported the offering may last more than one year. Most recent amendment for this offering in our index: Apr 10, 2026 (EDGAR ↗).
Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn.
Investors0 total · issuer reported no non-accredited investors
Exemption claimedRule 506(c) — general advertising allowed; all investors must be verified accredited; Investment Company Act 3(c) private-fund exclusion — the issuer is a fund not registered as an investment company; Investment Company Act 3(c)(7) — private fund open to qualified purchasers only
Minimum investment accepted$0 as filed (no minimum reported)
Securities offeredEquity; Debt; Pooled investment fund interests
Entity detailsOrganized in DELAWARE · formed 2024 · net asset value range: Decline to Disclose (state and year as reported on the issuer's latest filing)
As reported by the issuer on Form D (Items 1–2 and 5).
IndustryPooled Investment Fund (Other Investment Fund)
Who is paid to sell itBrookfield Private Advisors LLC — FINRA BrokerCheck CRD 151423 ↗ · associated broker-dealer: Brookfield Private Advisors LLC (CRD 151423 ↗)
Solicits in: All States

Brookfield Private Capital (UK) Limited — no CRD number reported · associated broker-dealer: Brookfield Private Capital (UK) Limited
Brookfield Singapore Pte. Ltd — no CRD number reported · associated broker-dealer: Brookfield Singapore Pte. Ltd
Brookfield Advisors (Hong Kong) Ltd — no CRD number reported · associated broker-dealer: Brookfield Advisors (Hong Kong) Ltd
Brookfield Investment Management (Canada) ULC — no CRD number reported · associated broker-dealer: Brookfield Investment Management (Canada) ULC
Brookfield Oaktree Wealth Solutions LLC — FINRA BrokerCheck CRD 313390 ↗ · associated broker-dealer: Brookfield Oaktree Wealth Solutions LLC (CRD 313390 ↗)
Solicits in: All States

Brookfield Capital Securities Ltd. — no CRD number reported · associated broker-dealer: Brookfield Capital Securities Ltd.
Money to insidersSales commissions: $8,000,000 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0
Issuer's note: The figure disclosed above reflects estimated amounts expected to be paid to placement agents in respect of sales exempt from registration under Regulation D and/or other available exemptions and includes amounts paid to Brookfield affiliates
Signed byJaco Smit, Director of the General Partner of Issuer (Apr 3, 2025)
Jaco Smit, Director of the General Partner of Issuer (Apr 3, 2025)
Market contextMinimum investment: $0 as filed (no minimum reported). Typical range for similar offerings: $5,000–$100,000.
Offering size: Indefinite. Typical range: $500,000–$16,420,250.
Investors: 0. Typical range: 2–28.
"Similar" = Pooled Investment Fund, Rule 506(c). Based on 8,096 Form D filings 2021–2026 in the same industry and exemption (Pooled Investment Fund, Rule 506(c); original Form D notices, one per offering) (Form D data, SEC). Ranges are the middle half (25th–75th percentile) of the filings that reported each value: minimum investment 6,057, offering size 4,103, investors 5,272. Computed by PartnerFacts as of Oct 23, 2026, 5:45 PM ET. No ranking or score. Source: PartnerFacts data & coverage.
SourceThis filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set · PartnerFacts data last updated Oct 23, 2026, 5:45 PM ET
Amendment history — 1 amendment on this page, each compared with the filing before it in the same offering
Amendment filedFile no.Compared withWhat changed (both values as filed)
Apr 10, 2026 EDGAR ↗021-543318Apr 10, 2025 Dtotal sold: $0 (Apr 10, 2025) → $845,034,000 (Apr 10, 2026) · investors: 0 (Apr 10, 2025) → 13 (Apr 10, 2026) · date of first sale: Yet to occur (Apr 10, 2025) → Apr 9, 2025 (Apr 10, 2026) · and 2 more (open the filing above)

Fields compared: total sold, total offering, remaining, investors, non-accredited investors (count), non-accredited investors reported, minimum investment, sales commissions, finder's fees, proceeds to insiders, date of first sale, industry, fund type, exemption, revenue range, net asset value range, securities offered, may last more than one year, related persons, sales-compensation recipients. Values as filed; no conclusion is drawn.

All Form D filings for this CIK on SEC EDGAR ↗. Co-issuers on these filings: BID IV-B Note Issuer LP. History: 0 new offerings in the last 12 months (new offering = a Form D that is not an amendment) · most recent filing Apr 10, 2026. Industry as reported, by offering: One offering, reported as Pooled Investment Fund (Apr 10, 2025).

Key people (related persons as listed on Form D)

NameRelationshipAddress stateOn filings (first → last)Also listed on
Jacobus Gerhardus SmitDirector
Issuer's note: Director of the General Partner of Issuers
Cayman Islands (as filed: E9)Apr 10, 2026
on 1 of 2 filings
listed on the latest filing
—
Jaco SmitDirector
Issuer's note: Director of the General Partner of Issuers
Cayman Islands (as filed: E9)Apr 10, 2025
on 1 of 2 filings
not listed on the latest filing (Apr 10, 2026)
2 other issuers

Executive officers, directors and promoters as self-reported by the issuer, one row per person. Spellings of the same name (same first and last name, or the same full name that EDGAR split differently into middle and last name) with no conflicting middle initial are shown on one row (none on this issuer); dates and counts come from the filings that list each name. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.

Connections

Other issuers listing the same people:

Shared address: this business address appears on filings for 3 other issuers. Stated as a count only (suite numbers ignored) — many addresses are shared office buildings or registered agents. As of Oct 23, 2026, 5:45 PM ET.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.

Adviser registration (Form ADV)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Meta advertising

Meta advertising Meta Pixel and page links found on the sponsor's own site; ads from Meta's Ad Library where the API returns them

Not yet searched.

Sources to be searched: the sponsor's website (none on record yet; a sponsor's website is known only from the issuer's own filings (Form C issuer website; EDGAR company profile), an approved profile claim or Form ADV Item 1.I of its matched adviser — we never look it up elsewhere) for Meta Pixel ids and Facebook / Instagram page links; Meta Ad Library API: not yet searched (API access pending). We never read facebook.com or instagram.com; readers get a link to Meta's public Ad Library instead.

Public profiles

Public profiles official links and public statements, each with its source and date

Not found in sources searched.

Sources searched for a website: Form C data set (issuer websites as filed), Form ADV data set (Item 1.I of matched advisers) — as of Oct 23, 2026, 11:20 PM ET: none on file for this issuer. The sponsor website, the Internet Archive and GDELT news index are read only once a site is on file; a sponsor's website is known only from the issuer's own filings (Form C issuer website; EDGAR company profile), an approved profile claim or Form ADV Item 1.I of its matched adviser — we never look it up elsewhere. We never collect personal or family accounts.

Entity standing: not checked (no official programmatic source for NY yet).

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Filing-to-filing changes are in Amendment history above.

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