Form D · Commercial

Alterra IOS Venture III, LP

Bryn Mawr, PA · CIK 0001977255

Offering snapshot reported May 13, 2024 · SEC filing

Reported sold: $917M
Investors reported: 95
Minimum accepted: $50K
First sale: May 19, 2023

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$900,000,000 → $917,080,274
Reported investors43 → 95
Minimum accepted$150,000 → $50,000

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 13, 2024	Amendment	$917,080,274	$17,080,274vs Apr 4, 2024	95	SEC filing
Apr 4, 2024	Amendment	$900,000,000	$731,750,000vs May 30, 2023	43	SEC filing
May 30, 2023	Initial	$168,250,000	No comparison	17	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.5
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-482834

The total offering amount is jointly offered by the Issuer and Alterra IOS Venture III Master, LP. The total amount sold is only for the Issuer named herein.

There are no sales commissions or finders' fees expenses in connection with the offering.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Park Madison Partners LLC	140016

Source: Form D, filed May 13, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ALTERRA IOS VENTURE III, LP

Investment adviser: ALTERRA IOS MANAGER, LLC

Gross asset value: $1.76B
Beneficial owners: 95
ADV minimum commitment: $5M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS CARMEL, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS P.C. PHILADELPHIA, Pennsylvania, United States

Custodian BANK OF AMERICA N.A. NEW YORK, New York, United States Related to adviser: No

Custodian TRISTATE CAPITAL HOLDINGS, INC PITTSBURGH, Pennsylvania, United States Related to adviser: No

Marketer PARK MADISON PARTNERS LLC PORT WASHINGTON, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

CBIZ CPAS P.C.
PCAOB 199

PARK MADISON PARTNERS LLC
CRD 140016 · SEC 8-67270

Filing source

Form ADV 2073722 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-7079061165

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Leonidas Addimando	Executive
Llc Alterra Ios Venture Iii Gp,	Executive
Matthew Pfeiffer	Executive
Jeff Pustizzi	Executive
Jeffrey Pustizzi	Executive

Issuer details

Industry: Commercial (See others in industry)

Address:

2 Town Place, Suite 220
Bryn Mawr, PA, 19010