Form D · Other Investment Fund

Related Opportunity Zone Fund III, LP

New York, NY · CIK 0001931473

Offering snapshot reported Jun 12, 2024 · SEC filing

Reported sold
$59.6M
Offering amount: $200M
Investors reported
102
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 16, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$29.8M$59.6MJun 2, 2022Jun 16, 2023: $35,143,788.00Jun 16, 2023Jun 12, 2024: $59,576,288.00Jun 12, 2024

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$35,143,788 → $59,576,288
  • Reported investors50 → 102

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 12, 2024Amendment$59,576,288$24,432,500vs Jun 16, 2023102SEC filing
Jun 16, 2023Amendment$35,143,788No comparison50SEC filing
Jun 2, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
3C.7, 06b, 3C
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-447907
Commitments in excess of or less than this amount may be accepted at the discretion of the General Partner.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
CAIS Capital LLC154512N/A

Source: Form D, filed Jun 12, 2024. 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

RELATED OPPORTUNITY ZONE FUND III, LP

Investment adviser: RELATED FUND MANAGEMENT, LLC

Gross asset value
$72.9M
Beneficial owners
103
ADV minimum commitment
$250K

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 IQ-EQ ISELIN, New Jersey, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No
Custodian CITIZENS BANK PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Custodian WELLS FARGO NEW YORK, New York, United States Related to adviser: Yes
Marketer CAIS CAPITAL LLC NEW YORK, New York, United States Related to adviser: No
Marketer IEQ CAPITAL LLC FOSTER CITY, 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
Yes

KPMG LLP
PCAOB 185

CAIS CAPITAL LLC
CRD 154512 · SEC 8-68646

Filing source

Form ADV 2064526 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4639241501

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
Jeff Blau Executive
Justin Metz Executive
Richard O'toole Executive
N/A Related Real Estate Opportunity Zone Partners Gp Iii, Llc Promoter
Peter Weidman Executive
David Zussman Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
30 Hudson Yards 83rd Floor
New York, NY, 10001