Form D · Private Equity Fund

Health Enterprise Partners III, L.P.

New York, NY · CIK 0001702111

Offering snapshot reported Jul 11, 2018 · SEC filing

Reported sold: $178M
Investors reported: 40
Minimum accepted: $0
First sale: Mar 20, 2017

Fundraising history

Reported sold

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$156,050,000 → $177,500,000
Reported investors35 → 40

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 11, 2018	Amendment	$177,500,000	$21,450,000vs Apr 2, 2018	40	SEC filing
Apr 2, 2018	Amendment	$156,050,000	$96,750,000vs Apr 3, 2017	35	SEC filing
Apr 3, 2017	Initial	$59,300,000	No comparison	15	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-283906

Source: Form D, filed Jul 11, 2018. 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

HEALTH ENTERPRISE PARTNERS III, L.P.

Investment adviser: HEP MANAGEMENT CORPORATION

Gross asset value: $153M
Beneficial owners: 41
ADV minimum commitment: $5M

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 CARTA SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNER AMPER NEW YORK, New York, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Custodian SILICON VALLEY BANK NEW YORK, New York, United States Related to adviser: No

Custodian WELLS FARGO ADVISORS SANTA BARBARA, California, 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

EISNER AMPER
PCAOB 274

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Filing source

Form ADV 2074897 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3379871574

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
HEALTH ENTERPRISE PARTNERS II, L.P.	Jul 8, 2014	$136,400,000	48
Health Enterprise Partners III, L.P. (this fund)	Jul 11, 2018	$177,500,000	40
HEALTH ENTERPRISE PARTNERS IV, L.P.	Dec 2, 2021	Yet to sell	0

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
Name	Reported role
Robert B. Schulz	Executive
Richard H. Stowe	Executive
David P. Tamburri	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Hep Management Corporation 565 Fifth Avenue, 26 Th Floor
New York, NY, 10017