Form D · Private Equity Fund

PATRIOT FINANCIAL PARTNERS III, L.P.

Philadelphia, PA · CIK 0001703298

Offering snapshot reported Aug 8, 2018 · SEC filing

Reported sold
$374M
Offering amount: $400M
Investors reported
101
Form D · investor count
Minimum accepted
$125K
Reported outside-investor minimum
First sale
Jul 21, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$187M$374MJul 24, 2017: $128,225,000.00Jul 24, 2017Oct 31, 2017: $128,225,000.00Oct 31, 2017May 10, 2018: $365,150,000.00May 10, 2018Jul 23, 2018: $365,150,000.00Aug 8, 2018: $374,100,000.00Aug 8, 2018

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$365,150,000 → $374,100,000
  • Reported investors93 → 101

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 8, 2018Amendment$374,100,000$8,950,000vs Jul 23, 2018101SEC filing
Jul 23, 2018Amendment$365,150,000$0vs May 10, 201893SEC filing
May 10, 2018Amendment$365,150,000$236,925,000vs Oct 31, 201793SEC filing
Oct 31, 2017Amendment$128,225,000$0vs Jul 24, 201734SEC filing
Jul 24, 2017Initial$128,225,000No comparison34SEC 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
021-291359
Sales Commissions and Finders' Fees not paid by the Issuer.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Stanwich Advisors LLC124667

Source: Form D, filed Aug 8, 2018. 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

PATRIOT FINANCIAL PARTNERS III, L.P.

Investment adviser: PATRIOT FINANCIAL MANAGER, L.P.

Gross asset value
$705M
Beneficial owners
106
ADV minimum commitment
$1M

Reported in Form ADV on Mar 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BAKER TILLY US, LLP PHILADELPHIA, Pennsylvania, United States
Custodian FIRSTRUST BANK CONSHOHOCKEN, Pennsylvania, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC BOSTON, Massachusetts, United States Related to adviser: No
Custodian STIFEL BANK AND TRUST ST LOUIS, Missouri, 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

BAKER TILLY US, LLP
PCAOB 23

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2079478 · Mar 24, 2026 · Schedule D 7.B.(1), fund 805-2430834922

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
James F. Deutsch Executive
James J. Lynch Executive
L.P. Patriot Financial Partners Gp Iii, Executive
Llc Patriot Financial Partners Gp Iii, Executive
L.P. Patriot Financial Partners Parallel Iii, Executive
W. Kirk Wycoff Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2929 Arch Street
Philadelphia, PA, 19104