Form D · Other Investment Fund
Balance Legal Capital Fund III LP
London, X0 · CIK 0002032729
Offering snapshot reported Aug 7, 2024 · SEC filing
- Reported sold
- $55.6M Offering amount: $259M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $323K Reported outside-investor minimum
- First sale
- Jul 29, 2024 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 7, 2024 | Initial | $55,600,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $56.6K (estimated)
- Form D file number
- 021-520804
Amount sold shown in item 13 and number of investors shown in item 14 includes $3,880,000 to 1 US investor.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| W Campion Capital LLC | 171277 |
Source: Form D, filed Aug 7, 2024. 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.
| Name | Reported role |
|---|---|
| Kylie N/A Ansbro | Promoter |
| N/A N/A Balance Legal Capital Llp | Promoter |
| N/A N/A Blc Iii Gp Lpp | Promoter |
| Simon N/A Burnett | Promoter |
| Oliver N/A Hayes | Promoter |
| James N/A Houlker | Promoter |
| Robert N/A Rothkopf | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
25 Southampton Buildings
London, X0, WC2A 1AL
London, X0, WC2A 1AL