Form D · Private Equity Fund

ORTHOGON PARTNERS III LP

New York, NY · CIK 0001941820

Offering snapshot reported Aug 10, 2022 · SEC filing

Reported sold
$62.8M
Indefinite offering
Investors reported
14
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Aug 1, 2022
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 10, 2022Initial$62,750,000No comparison14SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-455479
The Total Amount Sold figure includes a $50,000,000 conditional capital commitment.

Source: Form D, filed Aug 10, 2022. 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

ORTHOGON PARTNERS III, LP

Investment adviser: ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC

Gross asset value
$15.4M
Beneficial owners
17
ADV minimum commitment
$250K

Reported in Form ADV on May 12, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LTD. GRAND CAYMAN, Cayman Islands
Custodian FIRST CITIZENS BANK AND TRUST CO. SANTA CLARA, California, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, 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

ERNST & YOUNG LTD.
PCAOB 1655

INTERACTIVE BROKERS LLC
SEC 8-47257

Filing source

Form ADV 2105225 · May 12, 2026 · Schedule D 7.B.(1), fund 805-9321970931

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
Branko Belusic Executive
Rishi Ganti Executive
James Lavelle Executive
Dominique Severino Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
250 West 55 Th Street Floor 11
New York, NY, 10019