Form D · Private Equity Fund
MERITAGE FUND III LP
Denver, CO · CIK 0001452504
Offering snapshot reported Dec 4, 2009 · SEC filing
- Reported sold
- $81.3M Offering amount: $150M
- Investors reported
- 13 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Dec 10, 2008 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 4, 2009 | Amendment | $81,272,500 | No comparison | 13 | SEC filing |
| Dec 10, 2008 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- 06, 3C, 3C.1, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $2.25M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-125317
The estimated amount includes amounts paid to date and an estimate of future contingencies.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Stanwich Advisors, LLC | 124667 |
Source: Form D, filed Dec 4, 2009. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Laura I. Beller | Director |
| John R. Garrett | Director |
| N/A Meritage Investment Partners Iii, Llc | Director |
| Derek Pilling | Director |
| G. Jackson Tankersley, Jr. | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
C/O Meritage Investment Partners Iii Llc 1600 Wynkoop St, Suite 300
Denver, CO, 80202
Denver, CO, 80202