Form D · Private Equity Fund
Blue Heron Real Estate Opportunity Fund III, LP
Raleigh, NC · CIK 0001727996
Offering snapshot reported Apr 1, 2020 · SEC filing
- Reported sold
- $79.3M Offering amount: $79.3M
- Investors reported
- 55 Form D · investor count
- Minimum accepted
- $150K Reported outside-investor minimum
- First sale
- Mar 12, 2018 As reported in this filing
Fundraising history
Reported soldDates 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$55,450,000 → $79,335,000
- Reported investors31 → 55
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 1, 2020 | Amendment | $79,335,000 | $23,885,000vs Feb 5, 2019 | 55 | SEC filing |
| Feb 5, 2019 | Amendment | $55,450,000 | No comparison | 31 | SEC filing |
| Feb 8, 2018 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $8K
- Finders' fees
- $0
- Form D file number
- 021-305167
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Jonathan Nance | 6955170 | Tobin & Company Securities LLC · CRD 137918 |
| Joseph Mahoney | 1683135 | Tobin & Company Securities LLC · CRD 137918 |
| Brian Bode | 4671615 | Allegro Securities LLC · CRD 139514 |
Source: Form D, filed Apr 1, 2020. 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 |
|---|---|
| N/A Blue Heron Asset Management, Llc | Executive |
| N/A Blue Heron Fund Iii Gp, Llc | Executive |
| Michael Eubanks | Executive |
| Ben Grinnell | Executive |
| Matthew Hobbs | Executive |
| Deborah Jones | Executive |
| Maurice Malfatti | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Raleigh, NC, 27604