Form D · Other Investment Fund

Davis Investment Ventures Fund III-B, L.P.

Boston, MA · CIK 0001655735

Offering snapshot reported Oct 26, 2016 · SEC filing

Reported sold
$162M
Indefinite offering
Investors reported
47
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$81.2M$162MOct 16, 2015: $61,150,000.00Oct 16, 2015Oct 26, 2016: $162,350,000.00Oct 26, 2016

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$61,150,000 → $162,350,000
  • Reported investors10 → 47

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 26, 2016Amendment$162,350,000$101,200,000vs Oct 16, 201547SEC filing
Oct 16, 2015Initial$61,150,000No comparison10SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$5.35M (estimated)
Finders' fees
$0
Form D file number
021-249595
Sales Commissions represents an estimate of the total fees to be paid to placement agents named in Item 12 over time as a result of the anticipated sales of interests in the Issuer and its parallel funds.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Kipling Capital, Inc.41196Kipling Capital, Inc. · CRD 41196
Greenhill & Co., LLC40290Greenhill & Co., LLC · CRD 40290
Raymond James & Associates, Inc.705Raymond James & Associates, Inc. · CRD 705

Source: Form D, filed Oct 26, 2016. 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

DAVIS INVESTMENT VENTURES FUND III-B, L.P.

Investment adviser: DAVIS INVESTMENT VENTURES, LLC

Gross asset value
$67.4M
Beneficial owners
52
ADV minimum commitment
$1M

Reported in Form ADV on Apr 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG BOSTON, Massachusetts, United States
Custodian CITY NATIONAL BANK BOSTON, Massachusetts, United States Related to adviser: No
Marketer GREENHILL & CO., LLC NEW YORK, New York, United States Related to adviser: No
Marketer KIPLING CAPITAL, INC. MILL VALLEY, California, United States Related to adviser: No
Marketer RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURGH, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

KPMG
PCAOB 185

GREENHILL & CO., LLC
CRD 40290 · SEC 8-49000

KIPLING CAPITAL, INC.
CRD 41196 · SEC 8-49349

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 8-10999

Filing source

Form ADV 2100843 · Apr 29, 2026 · Schedule D 7.B.(1), fund 805-5108990039

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
Jonathan G. Davis Executive
Jordanna Ferreira Executive
Larry Lenrow Executive
Richard J. Mc Cready Executive
Scott D. Spelfogel Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
125 High Street, 21 St Floor
Boston, MA, 02110