Form D · Private Equity Fund

Newbury Equity Partners III L.P.

Stamford, CT · CIK 0001580763

Offering snapshot reported Mar 5, 2014 · SEC filing

Reported sold
$947M
Offering amount: $1.03B
Investors reported
30
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 19, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$474M$947MAug 1, 2013: $264,000,000.00Aug 1, 2013Mar 5, 2014: $947,000,000.00Mar 5, 2014

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$264,000,000 → $947,000,000
  • Reported investors4 → 30

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 5, 2014Amendment$947,000,000$683,000,000vs Aug 1, 201330SEC filing
Aug 1, 2013Initial$264,000,000No comparison4SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-200594
Total Offering Amount includes offering amount of Newbury Equity Partners III-A, a parallel fund of Issuer, and Newbury Equity Partners III (Cayman) ('Feeder'), a feeder fund of Issuer. Total Amount Sold includes amount of securities sold in Feeder.
Amount to be determined generally based on a percentage of capital raised.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
MVision Private Equity Advisers USA LLC122242

Source: Form D, filed Mar 5, 2014. 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

NEWBURY EQUITY PARTNERS III L.P.

Investment adviser: BRIDGE MULTIFAMILY FUND MANAGER LLC

Gross asset value
$196M
Beneficial owners
42
ADV minimum commitment
$250K

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BRIDGE FUND FINANCIAL SERVICES LLC SANDY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor DELOITTE & TOUCHE STAMFORD, Connecticut, United States
Custodian CITIZENS BANK NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC DENVER, Colorado, United States Related to adviser: No
Custodian SILICON VALLEY BANK NEWTON, Massachusetts, 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

DELOITTE & TOUCHE
PCAOB 34

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2116983 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-4154643662

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
Stephane Chevrier Executive
Gerald Esposito Executive
Christopher Jaroch Executive
Richard C. Lichter Executive
N/A Newbury Associates Llc Director, Executive
N/A Newbury Equity Partners Iii Gp Llc Director
N/A Newbury Equity Partners Iii Gp L.P. Director
Justin Pollack Executive
Warren Symon Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Newbury Partners Llc 100 First Stamford Place, Second Floor
Stamford, CT, 06902