Form D · Private Equity Fund

Asana Partners Fund III, LP

Charlotte, NC · CIK 0001893207

Offering snapshot reported Nov 12, 2021 · SEC filing

Reported sold
$750M
Offering amount: $1.5B
Investors reported
21
Form D · investor count
Minimum accepted
$10M
Reported outside-investor minimum
First sale
Oct 29, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 12, 2021Initial$750,000,000No comparison21SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$525K
Form D file number
021-420939
The amount in item 11 is subject to the General Partner's right to accept Capital Commitments of a lesser amount in its sole discretion.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Hodes Well Securities, LLC131848

Source: Form D, filed Nov 12, 2021. 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

ASANA PARTNERS FUND III, LP

Investment adviser: ASANA PARTNERS, LP

Gross asset value
$2.56B
Beneficial owners
34
ADV minimum commitment
$10M

Reported in Form ADV on Apr 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FORMIDIUM CORP. DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP ATLANTA, Georgia, United States
Custodian AMERIS BANCORP ATLANTA, Georgia, United States Related to adviser: No
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian BRIDGEWATER BANK BLOOMINGTON, Minnesota, United States Related to adviser: No
Custodian CANADIAN IMPERIAL BANK OF COMMERCE CHICAGO, Illinois, United States Related to adviser: No
Custodian COLONY BANKCORP FITZGERALD, Georgia, United States Related to adviser: No
Custodian HUNTINGTON BANCSHARES INCORPORATED DALLAS, Texas, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian ORIGIN BANK RUSTON, Louisiana, United States Related to adviser: No
Custodian SOUTHSTATE BANK, N.A. WINTER HAVEN, Florida, United States Related to adviser: No
Custodian SYNOVUS FINANCIAL CORP COLUMBIA, South Carolina, United States Related to adviser: No
Custodian TRISTATE CAPITAL BANK PITTSBURG, Pennsylvania, United States Related to adviser: No
Custodian UNITED BANKSHARES, INC. FAIRFAX, Virginia, United States Related to adviser: No
Custodian WELLS FARGO BANK N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

AMERIS BANCORP
LEI IUGPUX5LWRZ3B6KIZ697

BANK OF AMERICA, N.A.
LEI 9DJT3UXIJIZJI4WXO774

BRIDGEWATER BANK
LEI 549300FKWBMLIMGZ7Q40

CANADIAN IMPERIAL BANK OF COMMERCE
LEI 549300H8L46OOZOFHU82

COLONY BANKCORP
LEI 254900AHLSHUJOTJG402

HUNTINGTON BANCSHARES INCORPORATED
LEI 549300XTVCVV9I7B5T19

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

ORIGIN BANK
LEI D8RBTOL3JO2Q6IEO0F3

SOUTHSTATE BANK, N.A.
LEI 8I3UVGYULPJQIP7FQV10

SYNOVUS FINANCIAL CORP
LEI 549300EIUS8UN5JTLE54

TRISTATE CAPITAL BANK
LEI 5493002GQNJKJONGBS18

UNITED BANKSHARES, INC.
LEI 5299005O3BAMJ9Z92V62

WELLS FARGO BANK N.A.
LEI KB1H1DSPRFMYMCUFXT09

Filing source

Form ADV 2099500 · Apr 28, 2026 · Schedule D 7.B.(1), fund 805-3386794114

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
NameReported role
Terry S. Brown Executive
Samuel E. Judd Executive
Jason K. Tompkins Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1616 Camden Road Suite 210
Charlotte, NC, 28203