Form D · Private Equity Fund

Freedom 3 Investments Rated, LLC

New York, NY · CIK 0001712619

Offering snapshot reported Sep 13, 2017 · SEC filing

Reported sold
$30M
Offering amount: $30M
Investors reported
4
Form D · investor count
Minimum accepted
$10M
Reported outside-investor minimum
First sale
Jul 11, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15M$30MJul 24, 2017: $10,000,000.00Jul 24, 2017Sep 13, 2017: $30,000,000.00Sep 13, 2017

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$10,000,000 → $30,000,000
  • Reported investors3 → 4

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 13, 2017Amendment$30,000,000$20,000,000vs Jul 24, 20174SEC filing
Jul 24, 2017Initial$10,000,000No comparison3SEC filing

Offering details

Securities
Equity, 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
021-291335

Source: Form D, filed Sep 13, 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

FREEDOM 3 INVESTMENTS RATED, LLC

Investment adviser: FREEDOM 3 CAPITAL, LLC

Gross asset value
$60.5M
Beneficial owners
2
ADV minimum commitment
$1.5M

Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TETRA PE SERVICES EASTON, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor RSM USA LLP STAMFORD, Connecticut, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Custodian M&T BANK CORPORATION BUFFALO, 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
No

RSM USA LLP
PCAOB 49

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

M&T BANK CORPORATION
LEI 549300WYXDDBYRASEG81

Filing source

Form ADV 2060598 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-7783417866

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
Jason Block Executive
Erik Glover Executive
Daniel Tamkin Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
11 East 44 Th Street, 7 Th Floor
New York, NY, 10017