Form D · Venture Capital Fund

Correlation Ventures Executives Fund III, L.P.

San Diego, CA · CIK 0001890260

Offering snapshot reported Oct 27, 2022 · SEC filing

Reported sold
$1.88M
Offering amount: $10M
Investors reported
26
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 2, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 26

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 27, 2022Amendment$1,875,000No comparison26SEC filing
Oct 28, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-419111

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
George Alexander Skouras2644004CUE Capital Limited Partnership · CRD 132503

Source: Form D, filed Oct 27, 2022. 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

CORRELATION VENTURES EXECUTIVES FUND III, LP

Investment adviser: CORRELATION MANAGEMENT, LLC

Gross asset value
$2.22M
Beneficial owners
28
ADV minimum commitment
$25K

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 STANDISH MANAGEMENT LOS ANGELES, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO SAN DIEGO, California, United States
Custodian BANC OF CALIFORNIA DURHAM, North Carolina, United States Related to adviser: No
Custodian CHASE BANK SAN DIEGO, California, United States Related to adviser: No
Custodian ESHARES, INC. SAN FRANCISCO, California, United States Related to adviser: No
Prime broker J.P. MORGAN SECURITIES INC. BOSTON, Massachusetts, United States
Prime broker MORGAN STANLEY ORINDA, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO
PCAOB 243

J.P. MORGAN SECURITIES INC.
CRD 18718 · SEC 8-36950

MORGAN STANLEY
CRD 149777 · SEC 8-68191

Filing source

Form ADV 2089939 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-5842454495

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
Grace Chui Miller Executive
David Coats Executive
Trevor Kienzle Executive
Anu Pathria Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
9255 Towne Centre Drive, Suite 350
San Diego, CA, 92121