Form D · Private Equity Fund

iCapital-OrbiMed Royalty & Credit III Access Fund, L.P.

New York, NY · CIK 0001760276

Offering snapshot reported Nov 29, 2018 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $100K
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 29, 2018	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-326850

Source: Form D, filed Nov 29, 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

ICAPITAL-ORBIMED ROYALTY & CREDIT III ACCESS FUND, L.P.

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value: $24.2M
Beneficial owners: 121
ADV minimum commitment: $100K

Reported in Form ADV on Sep 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Marketer BDO WEALTH ADVISORS, LLC ST. LOUIS, Missouri, United States Related to adviser: No

Marketer CRESCENT GROVE ADVISORS LAKE FOREST, Illinois, United States Related to adviser: No

Marketer HBKS WEALTH ADVISORS EIRE, Pennsylvania, United States Related to adviser: No

Marketer HIGHTOWER ADVISORS, LLC CHICAGO, Illinois, United States Related to adviser: No

Marketer ICAPITAL MARKETS LLC NEW YORK, New York, United States Related to adviser: Yes

Marketer INTELLECTUS PARTNERS, LLC SAN FRANCISCO, California, United States Related to adviser: No

Marketer JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer QUADRANT PRIVATE WEALTH MANAGEMENT, LLC BETHELHEM, Pennsylvania, United States Related to adviser: No

Marketer ROTHSCHILD WEALTH LLC OAKBROOK, Illinois, United States Related to adviser: No

Marketer WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PLYMOUTH, Minnesota, 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

KPMG LLP
PCAOB 185

BDO WEALTH ADVISORS, LLC
CRD 222525 · SEC 801-108306

CRESCENT GROVE ADVISORS
CRD 170912 · SEC 801-79577

HBKS WEALTH ADVISORS
CRD 112139 · SEC 801-60424

HIGHTOWER ADVISORS, LLC
CRD 145323 · SEC 801-69625

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

INTELLECTUS PARTNERS, LLC
CRD 173140 · SEC 801-93170

JEFFERIES LLC
CRD 2347 · SEC 8-15074

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
CRD 277044 · SEC 801-106484

ROTHSCHILD WEALTH LLC
CRD 162442 · SEC 801-74818

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CRD 116407 · SEC 801-60749

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-4666264601

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
Name	Reported role
I Capital Pe Gp, Llc	Executive, Promoter
Justin Lioi	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Institutional Capital Network, Inc. 60 East 42 Nd Street, 26 Th Floor
New York, NY, 10165