Form D · Private Equity Fund

Preservation Equity Fund 3, L.P.

Irvine, CA · CIK 0001996142

Offering snapshot reported Oct 16, 2025 · SEC filing

Reported sold
$157M
Offering amount: $300M
Investors reported
17
Form D · investor count
Minimum accepted
$3M
Reported outside-investor minimum
First sale
Sep 21, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$78.3M$157MOct 5, 2023: $32,500,000.00Oct 5, 2023Oct 16, 2025: $156,622,000.00Oct 16, 2025

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$32,500,000 → $156,622,000
  • Reported investors4 → 17
  • Minimum accepted$5,000,000 → $3,000,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 16, 2025Amendment$156,622,000$124,122,000vs Oct 5, 202317SEC filing
Oct 5, 2023Initial$32,500,000No comparison4SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-493910

Source: Form D, filed Oct 16, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Ann Caruana Executive
Wilfred N. Cooper Jr. Executive
Camille N. Longino Executive
N/A N/A Pef Preservation Managing Partners 3, Llc Executive
N/A Preservation Equity Fund Advisors, Llc Promoter
N/A Preservation Equity Fund Partners, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
17782 Sky Park Circle
Irvine, CA, 92614