Form D · Other Investment Fund

III CRE Bridge Loan Fund L.P.

Boca Raton, FL · CIK 0001726670

Offering snapshot reported May 10, 2019 · SEC filing

Reported sold: $70M
Investors reported: 2
Minimum accepted: $10M
First sale: Jan 2, 2018

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 2

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 10, 2019	Amendment	$70,000,000	No comparison	2	SEC filing
Dec 29, 2017	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $0 (estimated)
Finders' fees: $0
Form D file number: 021-302038

No commissions have been paid to date.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
AVM, L.P.	16710

Source: Form D, filed May 10, 2019. 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

III CRE BRIDGE LOAN FUND L.P.

Investment adviser: III CAPITAL MANAGEMENT

Gross asset value: $13.5M
Beneficial owners: 3
ADV minimum commitment: $1M

Reported in Form ADV on May 7, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C FINANCIAL SERVICES LLC WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP CHICAGO, Illinois, United States

Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No

Marketer AVM, L.P. BOCA RATON, Florida, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 42

AVM, L.P.
CRD 16710 · SEC 8-35136

Filing source

Form ADV 2102114 · May 7, 2026 · Schedule D 7.B.(1), fund 805-2453653782

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
Yelena Anuar	Executive
Lester N. Coyle	Executive
Francis Feeney	Executive
Garth Friesen	Executive
Karen Hansen	Executive
Robert Hart	Executive
N/A Iii Capital Management	Promoter
N/A Iii Cre Bridge Loan Gp 1 Llc	Director
Deep Kumar	Executive
William P. Mc Cauley	Executive
Warren B. Mosler	Executive
Thomas Olofsson	Executive
Brandon Pellegrino	Executive
Mark Perry	Executive
Jason Prest	Executive
Robert Printz	Executive
Michael L. Reger	Executive
Clifford G. Viner	Executive
Scott L. Wyler	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

777 Yamato Road, Suite 300
Boca Raton, FL, 33431