Form D · Investing

Merion Multifamily Fund III, L.P.

Wynnewood, PA · CIK 0001855185

Offering snapshot reported Apr 7, 2021 · SEC filing

Reported sold
Yet to sell
Offering amount: $53M
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
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
Apr 7, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.1, 3C.5, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-394877
Placement Agent, MainLine Securities, LLC, will receive a negotiated amount that will reduce the Acquisition and/or Advisory and Management Fee on a dollar for dollar basis.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
MainLine Securities, LLC173648

Source: Form D, filed Apr 7, 2021. 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

MERION MULTIFAMILY FUND III, L.P.

Investment adviser: MERION REALTY ADVISERS, LLC

Gross asset value
$46M
Beneficial owners
74
ADV minimum commitment
$250K

Reported in Form ADV on Apr 29, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor CITRIN COOPERMAN & COMPANY, LLP PHILADELPHIA, Pennsylvania, United States
Custodian WELLS FARGO INSTITUTIONAL RETIREMENT TRUST MINNEAPOLIS, Minnesota, United States Related to adviser: No
Marketer MAINLINE SECURITIES LLC WYNNEWOOD, Pennsylvania, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

CITRIN COOPERMAN & COMPANY, LLP
PCAOB 2468

MAINLINE SECURITIES LLC
CRD 173648 · SEC 8-69544

Filing source

Form ADV 1530276 · Apr 29, 2021 · Schedule D 7.B.(1), fund 805-1526870299

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
Merion Multifamily Fund Iii Gp, Llc . Director
Mmf Iii Gp, Llc . Director
Richard T. Aljian Director, Executive
Richard A. Kwait Executive
William A. Landman Director, Executive

Issuer details

Industry: Investing (See others in industry)

Address:
308 E. Lancaster Avenue Suite 300
Wynnewood, PA, 19096