Form D · Private Equity Fund

Leavitt Equity Partners III, L.P.

Salt Lake City, UT · CIK 0001883023

Offering snapshot reported Dec 11, 2023 · SEC filing

Reported sold: $175M
Investors reported: 77
Minimum accepted: $0
First sale: Dec 3, 2021

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$111,210,000 → $175,060,000
Reported investors56 → 77

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 11, 2023	Amendment	$175,060,000	$63,850,000vs Nov 30, 2022	77	SEC filing
Nov 30, 2022	Amendment	$111,210,000	No comparison	56	SEC filing
Sep 15, 2021	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $245K (estimated)
Form D file number: 021-413536

The issuer has paid $245,000 in retainer fees to two different placement agents.

Source: Form D, filed Dec 11, 2023. 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

LEAVITT EQUITY PARTNERS III, L.P.

Investment adviser: LEP MANAGEMENT LLC

Gross asset value: $211M
Beneficial owners: 86
ADV minimum commitment: $100K

Reported in Form ADV on May 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA P.C. SAN FRANCISCO, California, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

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

BDO USA P.C.
PCAOB 243

Filing source

Form ADV 2103045 · May 6, 2026 · Schedule D 7.B.(1), fund 805-4050449582

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Leavitt Equity Partners I, L.P.	Sep 8, 2015	$82,200,000	36
Leavitt Equity Partners II, L.P.	Nov 13, 2017	Yet to sell	0
Leavitt Equity Partners III, L.P. (this fund)	Dec 11, 2023	$175,060,000	77
Leavitt Equity Partners IV, L.P.	Dec 11, 2025	Yet to sell	0

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
Andrew Clark	Executive
Taylor S. Leavitt	Executive
Michael O. Leavitt	Executive
N/A Leavitt Equity Partners Iii, Llc	Director
N/A Lep Management Llc	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

95 South State Street Suite 2190
Salt Lake City, UT, 84111