Form D · Private Equity Fund

HealthEdge Investment Fund III (Parallel Fund), L.P.

Tampa, FL · CIK 0001678266

Offering snapshot reported Jul 10, 2017 · SEC filing

Reported sold
$108M
Offering amount: $175M
Investors reported
37
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jun 17, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$54.1M$108MJul 1, 2016: $73,700,000.00Jul 1, 2016Jul 10, 2017: $108,200,000.00Jul 10, 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$73,700,000 → $108,200,000
  • Reported investors23 → 37

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 10, 2017Amendment$108,200,000$34,500,000vs Jul 1, 201637SEC filing
Jul 1, 2016Initial$73,700,000No comparison23SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$915K
Finders' fees
$0
Form D file number
021-266230
Total Offering Amount includes amount for parallel fund(s). Total Amount Sold represents amount sold by Issuer only. Total Remaining to be Sold (also taking into account sales by parallel fund(s)) is $27,600,000.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Touchstone Group, LLCNoneSynergy Capital I, LLC · CRD 47965

Source: Form D, filed Jul 10, 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

HEALTHEDGE INVESTMENT FUND III (PARALLEL FUND), L.P.

Investment adviser: HEALTHEDGE INVESTMENT PARTNERS, LLC

Gross asset value
$82.6M
Beneficial owners
58
ADV minimum commitment
$500K

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 ELEMENT 78 PARTNERS, LLC OAKBROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM INTERNATIONAL CHICAGO, Illinois, United States
Marketer SYNERGY CAPITAL I, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

RSM INTERNATIONAL
PCAOB 49

SYNERGY CAPITAL I, LLC
CRD 47965 · SEC 8-51971

Filing source

Form ADV 2087128 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8506685816

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
Brian W. Anderson Director
Phillip S. Dingle Director
Jeffery S. Thompson Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5550 W. Executive Drive Suite 230
Tampa, FL, 33609