Form D · Private Equity Fund

PV 1031 Exchange Fund III

Fairway, KS · CIK 0001818640

Offering snapshot reported Aug 19, 2020 · SEC filing

Reported sold
$2.09M
Offering amount: $18M
Investors reported
3
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jul 10, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.04M$2.09MJul 21, 2020: $214,508.00Jul 21, 2020Aug 19, 2020: $2,088,392.00Aug 19, 2020

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$214,508 → $2,088,392
  • Reported investors1 → 3

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 19, 2020Amendment$2,088,392$1,873,884vs Jul 21, 20203SEC filing
Jul 21, 2020Initial$214,508No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$122K (estimated)
Finders' fees
$0
Form D file number
021-371498

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
VENTURE.co Brokerage Services LLC173924VENTURE.co Brokerage Services LLC · CRD 173924

Source: Form D, filed Aug 19, 2020. 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

PV 1031 EXCHANGE FUND III

Investment adviser: PLATFORM INVESTMENTS, LLC

Gross asset value
$10.1M
Beneficial owners
49
ADV minimum commitment
$32K

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

Service providers

Auditor FORVIS MAZARS, LLP KANSAS CITY, Missouri, United States
Custodian UMB BANK, N.A. KANSAS CITY, 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

FORVIS MAZARS, LLP
PCAOB 686

Filing source

Form ADV 2049387 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1151078436

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
Ryan Anderson Director, Executive
Terrence Anderson Director, Executive
Corey Biggs Director
. Delaware Trust Company Executive
. Platform Investments, Llc Executive
. Platform Ventures, Llc Executive
. Pv 1031 Exchange Fund Iii Settlor, Llc Executive
. Pv 1031 Exchange Fund Iii Signatory Trustee, Llc Executive
Kyle Siner Director, Executive
Greg Steinberg Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4220 Shawnee Mission Parkway Suite 200 B
Fairway, KS, 66205