Form D · Hedge Fund

LSV Special Opportunities Fund III, Ltd.

Grand Cayman, E9 · CIK 0001503521

Offering snapshot reported Oct 17, 2011 · SEC filing

Reported sold: $585K
Investors reported: 4
Minimum accepted: $100K
First sale: Oct 1, 2010

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$500,000 → $585,000
Reported investors1 → 4

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 17, 2011	Amendment	$585,000	$85,000vs Oct 15, 2010	4	SEC filing
Oct 15, 2010	Initial	$500,000	No comparison	1	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-149163

Source: Form D, filed Oct 17, 2011. 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

LSV SPECIAL OPPORTUNITIES FUND III, LTD.

Investment adviser: LGK ADVISORS, LLC

Gross asset value: $4.42M
Beneficial owners: 14
ADV minimum commitment: $1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GEORGE TOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP NEW YORK, New York, United States

Custodian CITCO BANKING CORPORATION N.V. WILLEMSTAD, Curacao Related to adviser: No

Custodian CITIBANK, N.A. NEW YORK, New York, 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

RSM US LLP
PCAOB 49

CITCO BANKING CORPORATION N.V.
LEI 549300HEYP0HGEVT8L46

Filing source

Form ADV 2068782 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6849456148

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
LSV Special Opportunities Fund, L.P.	Oct 17, 2011	$16,650,000	7
LSV Special Opportunities Fund III, Ltd. (this fund)	Oct 17, 2011	$585,000	4
LSV Special Opportunities Fund IV, L.P.	Feb 25, 2014	$317,899,998	28
LSV Special Opportunities Fund V, L.P.	Jul 17, 2019	$280,062,000	36
LSV Special Opportunities Fund VI, L.P.	Oct 6, 2022	$169,825,000	7
LSV Special Opportunities Fund VII, L.P.	Jun 9, 2026	$468,205,092	50

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
Scott P. Lennon	Director
David G. Tisch	Director
Michelle M. Wilson Clarke	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Citco Fund Svcs (Cayman Islands) Ltd 89 Nexus Way, 2 Nd Floor, Po Box 31106
Grand Cayman, E9, KY1-1205