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 soldDates 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 10, 2017 | Amendment | $108,200,000 | $34,500,000vs Jul 1, 2016 | 37 | SEC filing |
| Jul 1, 2016 | Initial | $73,700,000 | No comparison | 23 | SEC 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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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Touchstone Group, LLC | None | Synergy 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
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.
| Name | Reported role |
|---|---|
| Brian W. Anderson | Director |
| Phillip S. Dingle | Director |
| Jeffery S. Thompson | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Tampa, FL, 33609