Form D · Private Equity Fund

Coatue Kona III Private Investors Offshore, L.P.

Grand Cayman, E9 · CIK 0001711541

Offering snapshot reported Dec 8, 2017 · SEC filing

Reported sold: $359M
Investors reported: 357
Minimum accepted: $250K
First sale: Jul 31, 2017

Fundraising history

Reported sold

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$320,150,000 → $359,300,000
Reported investors316 → 357

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 8, 2017	Amendment	$359,300,000	$39,150,000vs Aug 14, 2017	357	SEC filing
Aug 14, 2017	Initial	$320,150,000	No comparison	316	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $4.59M (estimated)
Finders' fees: $0
Form D file number: 021-292722

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
N/A	None	J.P. Morgan Securities LLC · CRD 79

Source: Form D, filed Dec 8, 2017. 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

COATUE KONA III PRIVATE INVESTORS OFFSHORE, L.P.

Investment adviser: WAYSTONE MANAGEMENT COMPANY (IE) LIMITED

Gross asset value: $537M
Beneficial owners: 353
ADV minimum commitment: $250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator J.P. MORGAN PRIVATE INVESTMENTS DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS GEORGE TOWN, Cayman Islands

Custodian SEI INVESTMENTS DEPOSITARY AND CUSTODIAL SERVICES (IRELAND) LIMITED DUBLIN, Ireland Related to adviser: No

Marketer J.P. MORGAN SECURITIES LLC 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

PRICEWATERHOUSECOOPERS
PCAOB 1266

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

Filing source

Form ADV 2052336 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1430156906

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
Name	Reported role
N/A Coatue Kona Iii Private Investors Gp Ltd.	Executive
N/A Dms Investment Management Services (Europe) Limited	Executive
N/A J.P. Morgan Private Investments Inc.	Executive, Promoter
Kevin A. Phillip	Director
Don Seymour	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Dms Corporate Services Ltd. Dms House, 20 Genesis Close, Po Box 1344
Grand Cayman, E9, KY1-1108