Investment adviser · CRD 160766
TRANSPORTATION RESOURCE PARTNERS III
Investment adviser filing (IA)
TRANSPORTATION RESOURCE ADVISORS III, LLC
BIRMINGHAM, MI, United States · Form ADV filed Mar 30, 2022
- Regulatory AUM
- $42.2M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 9 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 | 1 | $42,240,153 | 100.0% |
Filing source
Form ADV 1629721 · Mar 30, 2022 · 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
TRANSPORTATION RESOURCE PARTNERS III, LPPrivate Equity Fund · Last reported Mar 30, 2022$14.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE, LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-5600980778
- Reported beneficial owners
- 29
- Minimum commitment
- $1M
- Form D file number
- 021-123617
Form ADV 1629721 · Mar 30, 2022 · 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 30, 2022. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
380 N. OLD WOODWARD AVE, SUITE 205BIRMINGHAM, MI, 48009, United States
CRD 160766
Filing source
Form ADV 1629721 · Mar 30, 2022 · 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.