Form D · Private Equity Fund

Fundamental Partners III Access Fund LP

Conshohocken, PA · CIK 0001667503

Offering snapshot reported May 15, 2017 · SEC filing

Reported sold
$69M
Indefinite offering
Investors reported
158
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Mar 24, 2016
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 158

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 15, 2017Amendment$68,960,000No comparison158SEC filing
Feb 22, 2016InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-257880
Limited Partnership Interests

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
NoneNone

Source: Form D, filed May 15, 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

FUNDAMENTAL PARTNERS III ACCESS FUND LP

Investment adviser: PPB ADVISORS, LLC

Gross asset value
$69M
Beneficial owners
163
ADV minimum commitment
$250K

Reported in Form ADV on Mar 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON CHICAGO, Illinois, United States
Custodian TD BANK KING OF PRUSSIA, Pennsylvania, 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

GRANT THORNTON
PCAOB 248

Filing source

Form ADV 2054472 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-8759672003

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
Brendan W Lake Executive
Adam Stern Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
125 E. Elm Street Suite 200
Conshohocken, PA, 19428