Form D · Other Investment Fund

Lingerfelt Commonwealth Value Fund III, L.P.

Richmond, VA · CIK 0001934296

Offering snapshot reported Sep 26, 2023 · SEC filing

Reported sold
$30.8M
Offering amount: $250M
Investors reported
56
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Aug 5, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.4M$30.8MAug 15, 2022: $17,325,000.00Aug 15, 2022Dec 27, 2022: $26,825,000.00Dec 27, 2022Sep 26, 2023: $30,776,000.00Sep 26, 2023

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$26,825,000 → $30,776,000
  • Reported investors50 → 56

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 26, 2023Amendment$30,776,000$3,951,000vs Dec 27, 202256SEC filing
Dec 27, 2022Amendment$26,825,000$9,500,000vs Aug 15, 202250SEC filing
Aug 15, 2022Initial$17,325,000No comparison38SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.5, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$1M (estimated)
Finders' fees
$0
Form D file number
021-455936

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Cary Street Partners LLC128089
Davenport & Company LLC1588
BA Securities, LLC153489

Source: Form D, filed Sep 26, 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

LINGERFELT COMMONWEALTH VALUE FUND III, L.P.

Investment adviser: LINGERFELT CAPITAL PARTNERS, LLC

Gross asset value
$37.5M
Beneficial owners
56
ADV minimum commitment
$250K

Reported in Form ADV on Mar 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JUNIPER SQUARE, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KEITER GLEN ALLEN, Virginia, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Custodian SOUTHSTATE BANK CHARLOTTE, North Carolina, United States Related to adviser: No
Marketer CARY STREET PARTNERS RICHMOND, Virginia, United States Related to adviser: No
Marketer DAVENPORT & COMPANY LLC RICHMOND, Virginia, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KEITER
PCAOB 80

PERSHING LLC
SEC 8-17574

CARY STREET PARTNERS
CRD 128089 · SEC 8-66085

DAVENPORT & COMPANY LLC
CRD 1588 · SEC 801-13057

Filing source

Form ADV 2054540 · Mar 13, 2026 · Schedule D 7.B.(1), fund 805-4534980561

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
Chris Edmunds Executive
Alan T. Lingerfelt Executive
J. Ryan Lingerfelt Executive
N/A Lingerfelt Capital Partners, Llc Executive
N/A Lingerfelt Commonwealth Partners Llc Executive
N/A Lingerfelt Commonwealth Value Fund Iii Gp, Llc Executive
Henry Loughran Executive
John E. Mason Executive
Lynn K. Medley Executive
Matt D. Stein Executive
Rob Valentine Executive
Brian F. Witthoefft Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6641 West Broad Street, Suite 404
Richmond, VA, 23230