Form D · Private Equity Fund

BH3 Heritage FV III L.P.

Fort Lauderdale, FL · CIK 0002055514

Offering snapshot reported Feb 19, 2025 · SEC filing

Reported sold: $4.51M
Investors reported: 19
Minimum accepted: $0
First sale: Jan 31, 2025

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
Feb 19, 2025	Initial	$4,510,000	No comparison	19	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-538595

Source: Form D, filed Feb 19, 2025. 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

BH3 HERITAGE FV III L.P.

Investment adviser: BH3 FUND ADVISORS, LLC

Gross asset value: $28.5M
Beneficial owners: 47
ADV minimum commitment: $0

Reported in Form ADV on Jul 7, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator 4PINES FUND SERVICES STAMFORD, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States

Custodian AMERANT BANCORP CORAL GABLES, Florida, United States Related to adviser: No

Marketer OAKPOINT SOLUTIONS, LLC TAMPA, Florida, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

OAKPOINT SOLUTIONS, LLC
CRD 171775 · SEC 8-69477

Filing source

Form ADV 2106491 · Jul 7, 2026 · Schedule D 7.B.(1), fund 805-7064777440

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
BH3 Heritage FV II LP	Apr 7, 2022	$12,809,500	45
BH3 Heritage FV III L.P. (this fund)	Feb 19, 2025	$4,510,000	19

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
. Bh3 Fund Advisors, Llc	Director
. Bh3 Heritage Fv Iii Gp Llc	Director
Eric Edidin	Executive
Gregory Freedman	Director
Daniel Lebensohn	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

819 Ne 2 Nd Avenue Suite 500
Fort Lauderdale, FL, 33304