Form D · Other Investment Fund

iCapital StepStone Tactical Growth III, L.P.

New York, NY · CIK 0001830376

Offering snapshot reported Nov 25, 2020 · SEC filing

Reported sold
$27.3M
Indefinite offering
Investors reported
86
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 19, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 25, 2020Initial$27,345,000No comparison86SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$60.5K (estimated)
Finders' fees
$0
Form D file number
021-381507

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
WELLS FARGO CLEARING SERVICES, LLC19616
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC11025

Source: Form D, filed Nov 25, 2020. 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 STEPSTONE TACTICAL GROWTH III, L.P.

Investment adviser: ICAPITAL ADVISORS, LLC

Gross asset value
$66.2M
Beneficial owners
232
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 ULTIMUS FUND SOLUTIONS PHILADELPHIA, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Marketer FIDELIS CAPITAL, LLC BIRMINGHAM, Alabama, United States Related to adviser: No
Marketer WELLS CAPITAL MANAGEMENT SINGAPORE SINGAPORE, Singapore 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

FIDELIS CAPITAL, LLC
CRD 141341 · SEC 801-67192

WELLS CAPITAL MANAGEMENT SINGAPORE
CRD 165024 · SEC 801-76987

Filing source

Form ADV 2135827 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-3617624969

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
N/A Icapital Pe Gp, Llc Promoter
Michael Korn Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Icapital Pe Gp, Llc 60 East 42 Nd Street, 26 Th Floor
New York, NY, 10165