Form D · Other Investment Fund

Caliber Fixed Income Fund III, LP

Scottsdale, AZ · CIK 0001739832

Offering snapshot reported May 16, 2024 · SEC filing

Reported sold
$70.9M
Offering amount: $100M
Investors reported
333
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Apr 18, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$35.4M$70.9MJun 27, 2019: $10,247,515.00Jun 27, 2019Jul 20, 2020: $41,609,392.00Sep 29, 2020: $43,266,517.00Oct 9, 2020: $43,266,517.00May 11, 2021: $50,972,086.00May 11, 2022: $61,166,208.00May 10, 2023: $65,945,212.00May 16, 2024: $70,858,212.00May 16, 2024

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.

  • Reported sold$65,945,212 → $70,858,212
  • Reported investors305 → 333

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 16, 2024Amendment$70,858,212$4,913,000vs May 10, 2023333SEC filing
May 10, 2023Amendment$65,945,212$55,697,697vs Jun 27, 2019305SEC filing
May 11, 2022Amendment$61,166,208$10,194,122vs May 11, 2021276SEC filing
May 11, 2021Amendment$50,972,086$40,724,571vs Jun 27, 2019242SEC filing
Oct 9, 2020Amendment$43,266,517$1,657,125vs Jul 20, 2020205SEC filing
Sep 29, 2020Amendment$43,266,517$33,019,002vs Jun 27, 2019205SEC filing
Jul 20, 2020Amendment$41,609,392$31,361,877vs Jun 27, 2019162SEC filing
Jun 27, 2019Initial$10,247,515No comparison85SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$239K
Finders' fees
$0
Form D file number
021-342922

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Tobin & Company Securities LLC137918

Source: Form D, filed May 16, 2024. 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.

People and organizations reported in Form D filings
NameReported role
John Christopher Loeffler Director, Executive
John C. Loeffler Ii Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
8901 E. Mountain View Road Suite 150
Scottsdale, AZ, 85258