Form D · Private Equity Fund

BHMS Investments Fund III, LP

Westport, CT · CIK 0002028584

Offering snapshot reported Jul 3, 2024 · SEC filing

Reported sold: $300M
Investors reported: 65
Minimum accepted: $0
First sale: Jul 1, 2024

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 3, 2024	Initial	$300,000,000	No comparison	65	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-517789

Source: Form D, filed Jul 3, 2024. 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

BHMS INVESTMENTS FUND III, LP

Investment adviser: BHMS INVESTMENTS, LP

Gross asset value: $330M
Beneficial owners: 65
ADV minimum commitment: $250K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, 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

EISNERAMPER LLP
PCAOB 274

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Filing source

Form ADV 2084937 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-5440148149

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
BHMS Investments Fund I, LP	Sep 11, 2017	$62,850,000	48
BHMS Investments Fund II, LP	Jan 14, 2021	$155,000,000	53
BHMS Investments Fund III, LP (this fund)	Jul 3, 2024	$300,000,000	65

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
Kevin L. Angelis	Executive
N/A Bhms Investments Fund Iii Gp, Llc	Executive
Robert L. Salamon	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

355 Riverside Avenue Suite 205
Westport, CT, 06880