Form D · Other Investment Fund

CB General Partner Commitment COF III, LP

Boston, MA · CIK 0001933933

Offering snapshot reported Jun 28, 2023 · SEC filing

Reported sold
$52.3M
Indefinite offering
Investors reported
44
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 15, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 44

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 28, 2023Amendment$52,250,000No comparison44SEC filing
Jun 28, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-450505

Source: Form D, filed Jun 28, 2023. 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

CB GENERAL PARTNER COMMITMENT COF III, LIMITED PARTNERSHIP

Investment adviser: CHARLESBANK CAPITAL PARTNERS, LLC

Gross asset value
$65.6M
Beneficial owners
52
ADV minimum commitment
$0

Reported in Form ADV on Aug 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA BOSTON, Massachusetts, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Custodian U.S. BANK NATIONAL ASSOCIATION BOSTON, Massachusetts, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Filing source

Form ADV 2126745 · Aug 21, 2026 · Schedule D 7.B.(1), fund 805-5832864213

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
Sole Member Of The General Partner Charlesbank Capital Partners, Llc Promoter
General Partner Charlesbank Credit Opportunities Fund Iii Gp, Llc Promoter
Kevin Whelan Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
200 Clarendon Street, 54 Th Floor
Boston, MA, 02116