AltMountain

Tree Line Direct Lending IV, LP

San Francisco, CA · CIK 2021254 · Managed by Tree Line Capital Partners, LLC

Tree Line Direct Lending IV, LP is a private equity fund based in San Francisco, California. According to its most recent Form D, filed Jan 29, 2026, it has sold $257,074,000 of interests to 13 investors since its first sale in Apr 2024. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jon Schroeder; Tree Line Capital Partners, LLC; Tree Line Direct Lending IV GP, LLC.

Total raised
$257,074,000Cumulative sales reported on Form D
Investors
13
First sale
Apr 22, 2024
Minimum investment
None set
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jon Schroeder; Tree Line Capital Partners, LLC; Tree Line Direct Lending IV GP, LLC
Latest Form D
Jan 29, 2026

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Tree Line Direct Lending IV, LP

What is the minimum investment for Tree Line Direct Lending IV, LP?

Tree Line Direct Lending IV, LP's latest Form D, filed Jan 29, 2026, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Tree Line Direct Lending IV, LP?

Tree Line Direct Lending IV, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has Tree Line Direct Lending IV, LP raised?

Tree Line Direct Lending IV, LP reports $257,074,000 sold from 13 investors on its Form D filed Jan 29, 2026. This is cumulative sales since the offering began, not current assets or performance.

Where is Tree Line Direct Lending IV, LP based?

Tree Line Direct Lending IV, LP is based in San Francisco, California and is managed by Tree Line Capital Partners, LLC.

When did Tree Line Direct Lending IV, LP launch?

Tree Line Direct Lending IV, LP reports its first sale in Apr 2024.

Size compared with every private equity fund

Raised more than 93% of the 1,777 private equity funds based in California, and more than 84% of all 9,142 that report sales.

Other funds with the same team

More private equity funds in San Francisco

Similar-size private equity funds in California

All private equity funds in California