Form D · Other Investment Fund

LNC Partners III-SBIC, L.P.

Reston, VA · CIK 0002051093

Offering snapshot reported Jan 7, 2025 · SEC filing

Reported sold
$97.5M
Indefinite offering
Investors reported
8
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 2, 2025
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 7, 2025Initial$97,500,000No comparison8SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-534454

Source: Form D, filed Jan 7, 2025. 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

LNC PARTNERS III-SBIC, L.P.

Investment adviser: LNC MANAGEMENT, LLC

Gross asset value
$158M
Beneficial owners
33
ADV minimum commitment
$100K

Reported in Form ADV on Mar 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PIEDMONT FUND SERVICES, INC. HERNDON, Virginia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP GREENSBORO, North Carolina, United States
Custodian EAST WEST BANK PASADENA, 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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Filing source

Form ADV 2064621 · Mar 10, 2026 · Schedule D 7.B.(1), fund 805-1743253783

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
Kevin Cunningham Executive
Jonathan Felsher Executive
Daniel Higgins Executive
Matthew Kelty Executive
Lnc Management, Llc Executive
Lnc Management, L.P. Executive
Lnc Partners Iii Sbic Gp, Llc Executive
Justin Mc Carthy Executive
Robert Monk Executive
Eugene Park Executive
Mark Raterman Executive
David Schmoeller Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Plaza America Tower Iii 11720 Plaza America Drive Suite 650
Reston, VA, 20190