Form D · Private Equity Fund

Roark Capital Partners III LP

Atlanta, GA · CIK 0001547125

Offering snapshot reported Nov 16, 2012 · SEC filing

Reported sold
$1.56B
Offering amount: $1.56B
Investors reported
92
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Apr 2, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$780M$1.56BApr 12, 2012: $462,074,000.00Apr 12, 2012Nov 16, 2012: $1,559,375,000.00Nov 16, 2012

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$462,074,000 → $1,559,375,000
  • Reported investors29 → 92
  • Minimum accepted$1,000,000 → $100,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 16, 2012Amendment$1,559,375,000$1,097,301,000vs Apr 12, 201292SEC filing
Apr 12, 2012Initial$462,074,000No comparison29SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$12M (estimated)
Finders' fees
$0
Form D file number
021-176622

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Lazard Freres & Co. LLC2528

Source: Form D, filed Nov 16, 2012. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

ROARK CAPITAL PARTNERS III LP

Investment adviser: ROARK CAPITAL MANAGEMENT, LLC

Gross asset value
$2.39B
Beneficial owners
111
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

Auditor PRICEWATERHOUSECOOPERS LLC ATLANTA, Georgia, United States Other funds reporting this name →
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS LLC
PCAOB 238

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund asset history · 5 annual observations Gross asset value by annual ADV filing$0$1.84B$3.69BFY 2021: $3,689,379,444.00FY 2021FY 2022: $3,577,850,362.00FY 2022FY 2023: $2,638,953,155.00FY 2023FY 2024: $2,554,142,670.00FY 2024FY 2025: $2,388,607,886.00FY 2025

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Fiscal yearGross assetsBeneficial ownersADV filed
2021$3,689,379,444103Mar 31, 2022
2022$3,577,850,362105Mar 31, 2023
2023$2,638,953,155105Mar 29, 2024
2024$2,554,142,670110Mar 28, 2025
2025$2,388,607,886111Mar 31, 2026
Filing source

Form ADV 2077365 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9004094583

Reported by ROARK CAPITAL MANAGEMENT, LLC (CRD 160368).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Neal K. Aronson Executive
Stephen D. Aronson Executive
Jeffrey J. Keenan Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1180 Peachtree Street Ne Suite 2500
Atlanta, GA, 30309
Phone: 404-591-5200