# Carl Marks Strategic Opportunities Fund IV, L.P. — Form D/A

Carl Marks Strategic Opportunities Fund IV, L.P. of NEW YORK, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2025-06-27. $121.8M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2025-06-27
- Form: D/A
- Accession: 0001641172-25-016787
- Industry: Pooled Investment Fund
- Exemptions: 06c, 3C, 3C.7
- Amount sold: $121.8M
- Investors: 23
- Date of first sale: 2024-07-01
- Security types: fund interests
- SEC file number: 021-517094

## Issuer

- Name: Carl Marks Strategic Opportunities Fund IV, L.P.
- CIK: 0002021388
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2024
- Address: 900 THIRD AVENUE, NEW YORK, NY, 10022
- Phone: 212-909-8400

## Officers, directors & promoters (7)

| Name | Role | Location |
| --- | --- | --- |
| Andrew M Boas | Executive Officer | New York, NY |
| - Carl Marks GP IV, LLC | Executive Officer | New York, NY |
| - Carl Marks Management Company, LLC | Executive Officer | New York, NY |
| Michael Lee | Executive Officer | New York, NY |
| Esteban F Rakela | Executive Officer | New York, NY |
| Robert C Ruocco | Executive Officer | — |
| James F Wilson | Executive Officer | Ventura, CA |

## Other filings by this issuer (1)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2024-06-27](https://search.stillhousedata.com/formd/0001493152-24-025388) | D | — | — |

## More

- [CIK 2021388 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2021388&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001641172-25-016787.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.