Form D · Venture Capital Fund

Heritage Healthcare Innovation Fund III, LP

Nashville, TN · CIK 0001778007

Offering snapshot reported Dec 14, 2020 · SEC filing

Reported sold: $307M
Investors reported: 54
Minimum accepted: $0
First sale: May 31, 2019

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$250,500,000 → $306,689,985
Reported investors32 → 54

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 14, 2020	Amendment	$306,689,985	$56,189,985vs May 29, 2020	54	SEC filing
May 29, 2020	Amendment	$250,500,000	No comparison	32	SEC filing
May 30, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: Not reported

The Total Amount Sold includes the amount of capital committed by the General Partner of the Issuers and/or its affiliates.

Paid based on percentage of committed capital of investors introduced by selling agent. Management fees will be offset by any such amounts paid by the Issuer. Such amounts do not reduce the offering proceeds available for investments.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Lazard Freres & Co. LLC	2528

Source: Form D, filed Dec 14, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Heritage Healthcare Innovation Fund, LP	Apr 25, 2012	$157,050,000	29
HERITAGE HEALTHCARE INNOVATION FUND II, LP	May 13, 2015	$100,000,000	8
Heritage Healthcare Innovation Fund III, LP (this fund)	Dec 14, 2020	$306,689,985	54
Heritage Healthcare Innovation Fund IV, LP	Apr 7, 2025	$344,475,246	51

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
David Mc Clellan	Executive
Rock Morphis	Executive
Paul Wallace	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

20 Burton Hills Boulevard, Suite 150
Nashville, TN, 37215