Investment adviser · CRD 159611
PALM BEACH CAPITAL MANAGEMENT III, LLC
Investment adviser filing (IA)
WEST PALM BEACH, FL, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $999M Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 14 | $998,820,588 | 100.0% |
Filing source
Form ADV 2067742 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
21 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PALM BEACH CAPITAL FUND VI, L.P.Private Equity Fund · Last reported Mar 27, 2026$305MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CROWE LLP
PCAOB 173
Fund details & source
- Fund ID
- 805-1832215788
- Reported beneficial owners
- 122
- Minimum commitment
- $100K
Form ADV 2067742 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PALM BEACH CAPITAL FUND V, LPPrivate Equity Fund · Last reported Mar 27, 2026$164MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
CROWE LLP
PCAOB 173
Fund details & source
- Fund ID
- 805-1298886253
- Reported beneficial owners
- 49
- Minimum commitment
- $250K
Form ADV 2067742 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PBC PAPE DAWSON CO-INVESTORS, L.P.Private Equity Fund · Last reported Mar 27, 2026$149MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CROWE LLP
PCAOB 173
CANADIAN IMPERIAL BANK OF COMMERCE, CIBC
SEC 8-36372214
Fund details & source
- Fund ID
- 805-9270589106
- Reported beneficial owners
- 75
- Minimum commitment
- $500K
Form ADV 2067742 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PALM BEACH CAPITAL FUND IVPrivate Equity Fund · Last reported Mar 27, 2026$117MGross asset value
Form D fundraising filings
Palm Beach Capital Fund IV, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CROWE LLP
PCAOB 173
Fund details & source
- Fund ID
- 805-9016926961
- Reported beneficial owners
- 64
- Minimum commitment
- $1M
- Form D file number
- 021-252770
Form ADV 2067742 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PALM BEACH CAPITAL FUND VI PARALLEL, L.P.Private Equity Fund · Last reported Mar 27, 2026$101MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CROWE LLP
PCAOB 173
Fund details & source
- Fund ID
- 805-3026599700
- Reported beneficial owners
- 15
- Minimum commitment
- $100K
Form ADV 2067742 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PBC PAPE DAWSON CO-INVESTORS FEEDER, L.P.Private Equity Fund · Last reported Mar 27, 2026$42.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CROWE LLP
PCAOB 173
CANADIAN IMPERIAL BANK OF COMMERCE, CIBC
SEC 8-36372214
Fund details & source
- Fund ID
- 805-7005439603
- Reported beneficial owners
- 76
- Minimum commitment
- $100K
Form ADV 2067742 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PALM BEACH CAPITAL FUND III, L.P.Private Equity Fund · Last reported Mar 27, 2026$40.6MGross asset value
Form D fundraising filings
Palm Beach Capital Fund III, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CROWE LLP
PCAOB 173
Fund details & source
- Fund ID
- 805-7364577309
- Reported beneficial owners
- 63
- Minimum commitment
- $5M
- Form D file number
- 021-138725
Form ADV 2067742 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Performance-based
Principal office
525 SOUTH FLAGLER DRIVE, SUITE 201WEST PALM BEACH, FL, 33401, United States
CRD 159611
Filing source
Form ADV 2067742 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.