Form D · REITS and Finance

IVP MHC Fund III, LLC

Oak Brook, IL · CIK 0001964706

Offering snapshot reported Apr 29, 2025 · SEC filing

Reported sold
$21.7M
Offering amount: $180M
Investors reported
198
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 6, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$10.9M$21.7MAug 15, 2023Mar 22, 2024: $5,955,000.00Mar 22, 2024May 24, 2024: $8,145,000.00Aug 23, 2024: $10,634,900.00Aug 23, 2024Dec 20, 2024: $14,968,500.00Dec 20, 2024Apr 29, 2025: $21,717,827.00Apr 29, 2025

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$10,634,900 → $21,717,827
  • Reported investors71 → 198

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 29, 2025Amendment$21,717,827$11,082,927vs Aug 23, 2024198SEC filing
Dec 20, 2024Amendment$14,968,500$4,333,600vs Aug 23, 2024122SEC filing
Aug 23, 2024Amendment$10,634,900$2,489,900vs May 24, 202471SEC filing
May 24, 2024Amendment$8,145,000$2,190,000vs Mar 22, 202446SEC filing
Mar 22, 2024Amendment$5,955,000No comparison20SEC filing
Aug 15, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$634K (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-489805
Sales Commissions includes estimates of the amounts of selling commissions and placement agent fees that may be paid as disclosed in the offering documents.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807
Cabot Lodge Securities LLC159712
Cambridge Investment Research, Inc.39543
Avantax Investment Services, Inc.13686
Concorde Investment Services, LLC151604
Lincoln Financial Advisors Corporation3978
Berthel, Fisher & Company Financial Services, Inc.13609
Arete Wealth Management, LLC44856
Great Point Capital LLC114203
Crown Capital Securities, L.P.6312
Cetera Advisors LLC10299
The Strategic Financial Alliance, Inc.126514
Innovation Partners LLC146344
OSAIC FS, LLC3870
Centaurus Financial, Inc.30833
Arkadios Capital282710
Realta Equities, Inc.23769
Cetera Advisor Networks LLC13572
Rainmaker Securities, LLC132995
Hilltop Securities Inc.6220

Source: Form D, filed Apr 29, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Ravi Bansal Director, Executive
Matthew Conway Executive
Roderick S. Curtis Director, Executive
Guadalupe Griffin Executive
Cathleen M. Hrtanek Executive
[None] Inland Ventures Partners, Llc Promoter
Nati L. Kiferbaum Director
Jerry Kyriazis Executive
Keith D. Lampi Director, Executive
Catherine L. Lynch Director
[None] Mh Ventures Iii Business Manager, Llc Director
Kristin Orlando Executive
Sandra L. Perion Executive
Mitchell A. Sabshon Director, Executive
Rahul Sehgal Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
C/O Investor Services 2901 Butterfield Road
Oak Brook, IL, 60523