Form D · Private Equity Fund

CI Capital Investors III, L.P.

New York, NY · CIK 0001660722

Offering snapshot reported Dec 31, 2015 · SEC filing

Reported sold
$750M
Offering amount: $750M
Investors reported
89
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 16, 2015
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
Dec 31, 2015Initial$750,000,000No comparison89SEC 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
Form D file number
021-254228
Amount to be paid in accordance with a schedule based on capital raised.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Monument Group, Inc.36399Monument Group, Inc. · CRD 36399

Source: Form D, filed Dec 31, 2015. 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

CI CAPITAL INVESTORS III, L.P.

Investment adviser: CI CAPITAL PARTNERS LLC

Gross asset value
$305M
Beneficial owners
64
ADV minimum commitment
$10M

Reported in Form ADV on May 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. CRANFORD, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG NEW YORK, New York, United States
Custodian BANK OF AMERICA, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED LOS ANGELES, California, United States Related to adviser: No
Marketer MONUMENT GROUP, INC. 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
Yes

KPMG
PCAOB 185

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

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

MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248

Filing source

Form ADV 2103092 · May 6, 2026 · Schedule D 7.B.(1), fund 805-1874396409

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
Jordan S. Bernstein Executive
John Forbes Executive
Frederick J. Iseman Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
500 Park Ave, 8 Th Floor
New York, NY, 10022