Form D · Other Investment Fund

Bridge Opportunity Zone Fund III LP

Sandy, UT · CIK 0001813436

Offering snapshot reported May 29, 2020 · SEC filing

Reported sold
Yet to sell
Offering amount: $1B
Investors reported
0
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Yet to occur
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 29, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-367979
General Partner reserves the right in its sole and absolute discretion to accept capital commitment in excess of $1 billion.

Source: Form D, filed May 29, 2020. 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

BRIDGE OPPORTUNITY ZONE FUND III LP

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value
$2.34B
Beneficial owners
1,134
ADV minimum commitment
$250K

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor DELOITTE SALT LAKE CITY, Utah, United States
Custodian JP MORGAN CHASE N.A. NEW YORK, New York, United States Related to adviser: No
Custodian MERCHANTS BANK OF INDIANA CARMEL, Indiana, United States Related to adviser: No
Marketer BNY MELLON INVESTMENT ADVISER, INC. NEW YORK, New York, United States Related to adviser: No
Marketer CAIS CAPITAL LLC NEW YORK, New York, United States Related to adviser: No
Marketer J.P. MORGAN PRIVATE WEALTH ADVISORS LLC NEW YORK, New York, United States Related to adviser: No
Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No
Marketer MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Marketer ROCKEFELLER CAPITAL MANAGEMENT NEW YORK, New York, United States Related to adviser: No
Marketer UBS FINANCIAL SERVICES INC. NEW YORK, New York, United States Related to adviser: No
Marketer WELLS FARGO ADVISORS 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
Yes

DELOITTE
PCAOB 34

BNY MELLON INVESTMENT ADVISER, INC.
CRD 105642 · SEC 801-8147

CAIS CAPITAL LLC
CRD 154512 · SEC 8-68646

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
CRD 108559 · SEC 801-56293

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

MORGAN STANLEY
CRD 149777 · SEC 801-70103

ROCKEFELLER CAPITAL MANAGEMENT
CRD 291361 · SEC 801-114033

UBS FINANCIAL SERVICES INC.
CRD 8174 · SEC 801-7163

WELLS FARGO ADVISORS
CRD 19616 · SEC 801-37967

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-9669276235

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
Bridge Opportunity Zone Fund Iii Gp Llc Promoter
John Samuel Pennington Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
111 E. Sego Lily Drive Suite 400
Sandy, UT, 84070