Form D · Private Equity Fund

Performance Direct Investments III, L.P.

Greenwich, CT · CIK 0001619405

Offering snapshot reported Sep 17, 2015 · SEC filing

Reported sold: $138M
Investors reported: 5
Minimum accepted: $0
First sale: Oct 23, 2014

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 5

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 17, 2015	Amendment	$138,000,000	No comparison	5	SEC filing
Sep 18, 2014	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-224990

Reflects targeted commitment amount; however, Issuer has authority to accept commitments of up to $550 million.

Source: Form D, filed Sep 17, 2015. 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

PERFORMANCE DIRECT INVESTMENTS III, L.P.

Investment adviser: PERFORMANCE EQUITY MANAGEMENT, LLC

Gross asset value: $104M
Beneficial owners: 10
ADV minimum commitment: $5M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES INC. WINDSOR, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANSISCO, California, United States Related to adviser: No

Custodian SILICON VALLEY BANK: A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, 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

EISNERAMPER LLP
PCAOB 274

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LEI 8NAV47T0Y26Q87Y0QP8

SILICON VALLEY BANK: A DIVISION OF FIRST CITIZENS BANK
LEI 0K2D5AK28E3O5CC06E35

Filing source

Form ADV 2069570 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6902687162

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
Performance Direct Investments III, L.P. (this fund)	Sep 17, 2015	$138,000,000	5
Performance Direct Investments IV, L.P.	Apr 8, 2020	$122,525,253	47
Performance Direct Investments V, L.P.	Jan 23, 2025	$229,626,262	81

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
Jeffrey Barman	Executive
Frank Brenninkmeyer	Executive
John S. Clark	Executive
Jon De Klerk	Executive
Charles G. Froland	Executive
Marcia Haydel	Executive
Scott Koeber	Executive
N/A Performance Direct Investments Iii Gp, Llc	Executive, Promoter
N/A Performance Equity Management, Llc	Executive, Promoter
Jeffrey A. Reals	Executive
S. Lawrence Rusoff	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2 Pickwick Plaza Suite 310
Greenwich, CT, 06830