Form D · Hedge Fund

Conifer Partners III, LLC

Thomasville, GA · CIK 0001649698

Offering snapshot reported Oct 11, 2018 · SEC filing

Reported sold: $32.2M
Investors reported: 36
Minimum accepted: $0
First sale: Oct 1, 2018

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 11, 2018	Initial	$32,150,000	No comparison	36	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-323324

Source: Form D, filed Oct 11, 2018. 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

CONIFER PARTNERS III, LLC

Investment adviser: SOUTHEAST ASSET ADVISORS, LLC

Gross asset value: $52.2M
Beneficial owners: 39
ADV minimum commitment: $1M

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

Service providers

Auditor NICHOLS CAULEY & ASSOCIATES, LLC ATLANTA, Georgia, United States

Custodian CHARLES SCHWAB & CO., INC. ORLANDO, Florida, United States Related to adviser: No

Custodian INSPIRA FINANCIAL OAKBROOK, Illinois, United States Related to adviser: No

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

NICHOLS CAULEY & ASSOCIATES, LLC
PCAOB 281

CHARLES SCHWAB & CO., INC.
SEC 8-16514

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Filing source

Form ADV 2107500 · May 21, 2026 · Schedule D 7.B.(1), fund 805-6334809527

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Conifer Partners III, LLC (this fund)	Oct 11, 2018	$32,150,000	36
Conifer Partners IV, LLC	Jun 23, 2022	$34,100,000	33

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
Southeast Asset Advisors Inc.	Promoter
Bradford Jackson	Executive
Bernard Lanigan	Executive
Conifer Advisers, Llc	Executive
Mark Saussy	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

314 Gordon Avenue
Thomasville, GA, 31792