Form D · Other Investment Fund

Morgan Notes Fund III LLC

Pittsford, NY · CIK 0001664469

Offering snapshot reported Dec 29, 2017 · SEC filing

Reported sold: $9.02M
Investors reported: 65
Minimum accepted: $0
First sale: Jan 27, 2016

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$110,000 → $9,021,499
Reported investors1 → 65

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 29, 2017	Amendment	$9,021,499	$8,911,499vs Feb 3, 2016	65	SEC filing
Feb 3, 2016	Initial	$110,000	No comparison	1	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-256650

Source: Form D, filed Dec 29, 2017. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Morgan Notes Fund II LLC	Feb 13, 2015	$685,000	5
Morgan Notes Fund III LLC (this fund)	Dec 29, 2017	$9,021,499	65

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
Chase S Chavin	Director, Executive
Scott Cresswell	Executive
Kenneth O Hall	Executive
Kevin J Morgan	Executive
Robert C Morgan	Director, Executive
N/A Morgan Management, Llc	Promoter
N/A Morgan Mezzanine Fund Manager Llc	Director
Shawn Reynolds	Executive
David L Rumsey	Executive
Truman N Tolfree	Executive
Michael J Tremiti	Executive
Paul White	Executive
Michele Yurcich	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1080 Pittsford Victor Road
Pittsford, NY, 14534