Form D · Private Equity Fund

Lion Equity Fund III, LP

Denver, CO · CIK 0001924073

Offering snapshot reported Nov 28, 2023 · SEC filing

Reported sold
$111M
Offering amount: $150M
Investors reported
41
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 1, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 41

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 28, 2023Amendment$110,750,000No comparison41SEC filing
Nov 30, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-466130
The General Partner of the Issuer reserves the right to accept a greater amount of limited partner interests. The amounts listed above are aggregated between the Issuer and its parallel fund.

Source: Form D, filed Nov 28, 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

LION EQUITY FUND III, LP

Investment adviser: LION EQUITY INVESTMENT ADVISORS, LLC

Gross asset value
$88.3M
Beneficial owners
50
ADV minimum commitment
$1M

Reported in Form ADV on Mar 11, 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 PLANTE & MORAN, PLLC DENVER, Colorado, United States
Custodian CIBC BANK USA CHICAGO, Illinois, United States Related to adviser: No
Custodian JP MORGAN CHASE & CO. DENVER, Colorado, 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

PLANTE & MORAN, PLLC
PCAOB 166

Filing source

Form ADV 2053355 · Mar 11, 2026 · Schedule D 7.B.(1), fund 805-2942142368

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
Edward James Levitas Executive
Ari Jason Silverman Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
260 N. Josephine St. Suite 220
Denver, CO, 80206