Form D · Other Investment Fund

Bridge Seniors Housing Fund III LP

Sandy, UT · CIK 0001833670

Offering snapshot reported Aug 23, 2022 · SEC filing

Reported sold
$24.3M
Offering amount: $1B
Investors reported
0
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Nov 20, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.1M$24.3MNov 24, 2020: $24,250,000.00Nov 24, 2020Aug 23, 2022: $24,250,000.00Aug 23, 2022

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 23, 2022Amendment$24,250,000$0vs Nov 24, 20200SEC filing
Nov 24, 2020Initial$24,250,000No comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-381456
General Partner reserves the right at its sole discretion to accept capital commitments in excess of $1,000,000,000.

Source: Form D, filed Aug 23, 2022. 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 SENIORS HOUSING FUND III LP

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value
$76.4M
Beneficial owners
34
ADV minimum commitment
$1M

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 CITI BANK NA NEW YORK, New York, United States Related to adviser: No
Marketer BARCLAYS CAPITAL INC. LONDON, United Kingdom Related to adviser: No
Marketer CLIFTONLARSONALLEN WEALTH ADVISORS, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No
Marketer HEPTAGON CAPITAL LIMITED VALETTA, Malta Related to adviser: No
Marketer SPIRE PROPERTY PARTNERS PTY LTD SYDNEY, Australia 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

BARCLAYS CAPITAL INC.
CRD 19714 · SEC 8-41342

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CRD 38357 · SEC 801-57242

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-5314745318

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
Dean Allara Executive
Robb Chapin Executive
Robert Morse Executive
Blake Peeper Executive
John Samuel Pennington Executive
Bridge Seniors Housing & Medical Properties Fund Iii Gp Llc Promoter
Jonathan Slager Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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