Form D · Other Investment Fund

Berkshire Multifamily Value Plus Fund III, L.P.

Boston, MA · CIK 0001568058

Offering snapshot reported Jun 5, 2014 · SEC filing

Reported sold
$471M
Offering amount: $475M
Investors reported
36
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 21, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$236M$471MJan 28, 2013: $168,500,000.00Jan 28, 2013Jul 8, 2013: $211,000,000.00Jul 8, 2013May 2, 2014: $396,100,000.00Jun 5, 2014: $471,100,000.00Jun 5, 2014

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$396,100,000 → $471,100,000
  • Reported investors34 → 36

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 5, 2014Amendment$471,100,000$75,000,000vs May 2, 201436SEC filing
May 2, 2014Amendment$396,100,000$185,100,000vs Jul 8, 201334SEC filing
Jul 8, 2013Amendment$211,000,000$42,500,000vs Jan 28, 201310SEC filing
Jan 28, 2013Initial$168,500,000No comparison7SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$5.27M
Finders' fees
$0
Form D file number
021-190909
The Sales Commission figure represents the total amount of fees paid to date to the entity listed in Item 12 above.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Greenhill & Co., L.L.C.40290

Source: Form D, filed Jun 5, 2014. 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

BERKSHIRE MULTIFAMILY VALUE PLUS FUND III, L.P.

Investment adviser: BERKSHIRE PROPERTY ADVISORS, LLC

Gross asset value
$211M
Beneficial owners
37
ADV minimum commitment
$10M

Reported in Form ADV on Dec 21, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS, LLP BOSTON, Massachusetts, United States
Custodian KEYBANK NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS, LLP
PCAOB 238

Filing source

Form ADV 1584538 · Dec 21, 2021 · Schedule D 7.B.(1), fund 805-9280000322

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
N/A Berkshire Multifamily Value Plus Fund Gp Iii, L.L.C. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Beacon Street Suite 1500
Boston, MA, 02108