Form D · Other Investment Fund
Montecito Medical Physicians III Limited Partnership
Nashville, TN · CIK 0001912252
Offering snapshot reported Mar 16, 2022 · SEC filing
- Reported sold
- $307M Indefinite offering
- Investors reported
- 736 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Nov 30, 2021 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 |
|---|---|---|---|---|---|
| Mar 16, 2022 | Initial | $307,171,178 | No comparison | 736 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.47M
- Finders' fees
- $0
- Form D file number
- 021-437473
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Harpeth Securities, LLC | 109821 |
Source: Form D, filed Mar 16, 2022. 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 |
|---|---|
| Edward W. Conk | Executive |
| Chris Conk | Executive |
| Brian J. Maas | Executive |
| N/A Montecito Providers Gp Iii, Llc | Executive |
| Glenn Preston | Executive |
| Joellyn Shannon | Executive |
| Bryan Skelton | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
3807 Cleghorn Avenue Suite 903
Nashville, TN, 37215
Nashville, TN, 37215