Form D · Other Investment Fund

Onward Investors Value Fund III, L.P.

Minnetonka, MN · CIK 0002030050

Offering snapshot reported Aug 19, 2024 · SEC filing

Reported sold
$123M
Offering amount: $150M
Investors reported
83
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
May 5, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 19, 2024Initial$123,000,000No comparison83SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-521895

Source: Form D, filed Aug 19, 2024. 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.

People and organizations reported in Form D filings
NameReported role
Scott Anderson Director
Michael Breen Executive
James C. Fritcher Director
Jonathan Lanners Executive
Stephanie Lunde Executive
Llc Oi Gp Iii, Promoter
Brad Osmundson Director
Mark Peterson Executive
Scott Schmitt Director
John Solberg Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
10900 Wayzata Blvd Ste 700
Minnetonka, MN, 55305