Form D · Private Equity Fund

Palm Beach Capital Fund III, L.P.

West Palm Beach, FL · CIK 0001481295

Offering snapshot reported Mar 28, 2011 · SEC filing

Reported sold: $68.8M
Investors reported: 50
Minimum accepted: $100K
First sale: Mar 19, 2010

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$35,575,000 → $68,820,000
Reported investors17 → 50

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 28, 2011	Amendment	$68,820,000	$33,245,000vs Jan 14, 2011	50	SEC filing
Jan 14, 2011	Amendment	$35,575,000	No comparison	17	SEC filing
Feb 16, 2010	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

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

Sales commissions: $1M (estimated)
Finders' fees: $0
Form D file number: Not reported

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Champlain Advisors, LLC	129560
Weston Financial Services LLC	117946

Source: Form D, filed Mar 28, 2011. 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

PALM BEACH CAPITAL FUND III, L.P.

Investment adviser: PALM BEACH CAPITAL MANAGEMENT III, LLC

Gross asset value: $40.6M
Beneficial owners: 63
ADV minimum commitment: $5M

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor CROWE LLP CHICAGO, Illinois, United States

Custodian FIFTH THIRD BANK CINCINNATI, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CROWE LLP
PCAOB 173

Filing source

Form ADV 2067742 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-7364577309

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Palm Beach Capital Fund III, L.P. (this fund)	Mar 28, 2011	$68,820,000	50
Palm Beach Capital Fund IV, L.P.	Dec 7, 2016	$49,350,000	39
PALM BEACH CAPITAL FUND V, L.P.	Apr 16, 2021	$132,400,000	58
Palm Beach Capital Fund VI, L.P.	Mar 11, 2024	$278,900,000	122

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
Adam P. Klein	Executive
Scott Long	Executive
Shaun Mc Gruder	Director, Executive
Michael L. Schmickle	Director, Executive
Nathan S. Ward	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

505 S. Flagler Drive, Suite 1400
West Palm Beach, FL, 33401