Form D · Private Equity Fund

Frontier Five Elms III, LP

Kansas City, MO · CIK 0001697638

Offering snapshot reported Feb 13, 2017 · SEC filing

Reported sold
$13.1M
Indefinite offering
Investors reported
68
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jan 31, 2017
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 13, 2017Initial$13,050,000No comparison68SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-280551

Source: Form D, filed Feb 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

FRONTIER FIVE ELMS III LP

Investment adviser: FRONTIER WEALTH MANAGEMENT, LLC

Gross asset value
$13.2M
Beneficial owners
73
ADV minimum commitment
$100K

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

Service providers

Custodian BOK FINANCIAL KANSAS CITY, Missouri, United States Related to adviser: No
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCICSO, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BOK FINANCIAL
LEI 5493008UZFTI4G7UQ733

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

Filing source

Form ADV 2086975 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-5630571830

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
Aaron Anson Executive
Nick Blasi Executive
Chace Dillon Promoter
Clay Hartman Promoter
Troy Kerr Executive
David Neal Promoter
Rob Richardson Promoter
Brandon Sifers Executive
Shawn Sokolosky Promoter
Matt Taylor Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4435 Main Street Suite 1100
Kansas City, MO, 64111