Form D · Private Equity Fund
O2 INVESTMENT PARTNERS FUND III, L.P.
Bloomfield Hills, MI · CIK 0001797290
Offering snapshot reported Jan 13, 2021 · SEC filing
- Reported sold
- $270M Offering amount: $270M
- Investors reported
- 65 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 6, 2020 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 65
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 13, 2021 | Amendment | $270,000,000 | No comparison | 65 | SEC filing |
| Jan 3, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-357170
The amounts listed above are aggregated between the Issuer and its related parallel funds and include commitments by the GP.
Placement agent fees are to be paid based upon a fee schedule. Such fees are offset dollar-for-dollar against the management fees payable by the Issuer.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| METRIC POINT CAPITAL, LLC | 287519 |
Source: Form D, filed Jan 13, 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
O2 INVESTMENT PARTNERS FUND III, L.P
Investment adviser: O2 INVESTMENT PARTNERS, L.P.
- Gross asset value
- $246M
- Beneficial owners
- 74
- ADV minimum commitment
- $2M
Reported in Form ADV on Apr 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
CIBC BANK
LEI FDXQ75GPEQKRPWABYN63
Filing source
Form ADV 2100614 · Apr 29, 2026 · Schedule D 7.B.(1), fund 805-5235347439
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.
| Name | Reported role |
|---|---|
| Todd M. Fink | Executive, Promoter |
| Jay J. Hansen | Executive, Promoter |
| Gregg L. Orley | Executive, Promoter |
| Robert H. Orley | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Bloomfield Hills, MI, 48304