Form D · Residential

Ashcroft Value-Add Fund III, LP

New York, NY · CIK 0001954888

Offering snapshot reported Nov 27, 2023 · SEC filing

Reported sold
$57.2M
Indefinite offering
Investors reported
547
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 1, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$28.6M$57.2MNov 28, 2022Dec 16, 2022: $7,859,340.00Nov 27, 2023: $57,201,677.00Nov 27, 2023

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$7,859,340 → $57,201,677
  • Reported investors78 → 547

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 27, 2023Amendment$57,201,677$49,342,337vs Dec 16, 2022547SEC filing
Dec 16, 2022Amendment$7,859,340No comparison78SEC filing
Nov 28, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
3C.1, 3C.5, 3C.6, 06c
Duration over one year
No
Business combination
No
Sales commissions
$140K (estimated)
Finders' fees
$0
Form D file number
021-465909
Class A Limited Partnership Interests and Class B Limited Partnership Interests.
Estimated combined amount paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
PHASE ONE FINANCIAL SERVICES, LLC290317
FNEX CAPITAL, LLC166316
FINALIS SECURITIES LLC305908

Source: Form D, filed Nov 27, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Scott Lebenhart Executive
Frank Roessler Executive

Issuer details

Industry: Residential (See others in industry)

Address:
C/O Ashcroft Value Add Fund Iii Gp, Llc 461 Fifth Avenue, Floor 16
New York, NY, 10017