0001405086-23-000152.txt : 20230614 0001405086-23-000152.hdr.sgml : 20230614 20230614111544 ACCESSION NUMBER: 0001405086-23-000152 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20230614 DATE AS OF CHANGE: 20230614 EFFECTIVENESS DATE: 20230614 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heartwood Partners IV, LP CENTRAL INDEX KEY: 0001869591 IRS NUMBER: 853925632 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-404898 FILM NUMBER: 231013387 BUSINESS ADDRESS: STREET 1: 301 MERRITT 7 CITY: NORWALK STATE: CT ZIP: 06851 BUSINESS PHONE: 2036250770 MAIL ADDRESS: STREET 1: 301 MERRITT 7 CITY: NORWALK STATE: CT ZIP: 06851 D/A 1 primary_doc.xml X0708 D/A LIVE 0001869591 Heartwood Partners IV, LP 301 MERRITT 7 NORWALK CT CONNECTICUT 06851 2036250770 DELAWARE None None Limited Partnership true 2020 N/A HEARTWOOD PARTNERS IV GP, LLC 301 MERRITT 7 NORWALK CT CONNECTICUT 06851 Executive Officer THE ISSUER'S GENERAL PARTNER MARK D. ALLSTEADT 301 MERRITT 7 NORWALK CT CONNECTICUT 06851 Executive Officer MANAGER OF HEARTWOOD PARTNERS IV GP, LLC, THE ISSUER'S GENERAL PARTNER ROBERT S. TUCKER 301 MERRITT 7 NORWALK CT CONNECTICUT 06851 Executive Officer MANAGER OF HEARTWOOD PARTNERS IV GP, LLC, THE ISSUER'S GENERAL PARTNER N/A HEARTWOOD MANAGER IV, LP 301 MERRITT 7 NORWALK CT CONNECTICUT 06851 Promoter THE ISSUER'S INVESTMENT ADVISER Pooled Investment Fund Private Equity Fund false Decline to Disclose 06b 3C 3C.7 true 0001405086-22-000186 2021-06-17 false true true false 0 LAZARD FRERES CO. LLC 2528 None None 30 ROCKEFELLER PLAZA NEW YORK NY NEW YORK 10020 All States false BRIGHTON HOUSE ASSOCIATES, LLC 168883 None None 1 LINCOLN STREET 24TH FLOOR BOSTON MA MASSACHUSETTS 02111 FL FLORIDA MA MASSACHUSETTS MN MINNESOTA TX TEXAS false 700000000 432741117 267258883 false 68 769000 0 0 false Heartwood Partners IV, LP /s/Anastasia Kowal Anastasia Kowal CFO of Heartwood Partners IV GP, LLC, the Issuer's GP 2023-06-14