Form D · Other Investment Fund

Panorama Co-Investment (HZO) III, LLC

Omaha, NE · CIK 0001996914

Offering snapshot reported Oct 11, 2023 · SEC filing

Reported sold
$275K
Offering amount: $275K
Investors reported
7
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Sep 27, 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

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 11, 2023Initial$275,000No comparison7SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-494474

Source: Form D, filed Oct 11, 2023. 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

PANORAMA CO-INVESTMENT (HZO) III, LLC

Investment adviser: PANORAMA POINT PARTNERS, LLC

Gross asset value
$237K
Beneficial owners
7
ADV minimum commitment
$25K

Reported in Form ADV on May 20, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator RADERMACHER, LLC OMAHA, Nebraska, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor KPMG, LLP OMAHA, Nebraska, United States
Custodian ACCESS BANK OMAHA, Nebraska, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. SAINT LOUIS, Missouri, 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

KPMG, LLP
PCAOB 185

Filing source

Form ADV 1991663 · May 20, 2025 · Schedule D 7.B.(1), fund 805-5609976230

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
George J. Stephen Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
13030 Pierce Street Suite 310
Omaha, NE, 68144