Form D · Hedge Fund

Seidman Investment Partnership III, L.P.

Parsippany, NJ · CIK 0001607156

Offering snapshot reported Jul 25, 2018 · SEC filing

Reported sold
$7.62M
Indefinite offering
Investors reported
9
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 30, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.81M$7.62MMay 12, 2014: $4,000,000.00May 12, 2014Jul 25, 2018: $7,623,560.00Jul 25, 2018

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$4,000,000 → $7,623,560
  • Reported investors5 → 9

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 25, 2018Amendment$7,623,560$3,623,560vs May 12, 20149SEC filing
May 12, 2014Initial$4,000,000No comparison5SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-217170

Source: Form D, filed Jul 25, 2018. 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

SEIDMAN INVESTMENT PARTNERSHIP III, LP

Investment adviser: VETERI PLACE CORPORATION

Gross asset value
$5.51M
Beneficial owners
12
ADV minimum commitment
$250K

Reported in Form ADV on Mar 24, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor SOBEL & CO LIVINGSTON, New Jersey, United States
Custodian BANKWELL BANK NEW CANAAN, Connecticut, United States Related to adviser: No
Custodian CONNECTONE BANK ENGLEWOOD CLIFFS, New Jersey, United States Related to adviser: No
Custodian KEARNY BANK FAIRFIELD, New Jersey, United States Related to adviser: No
Custodian MALVERN FEDERAL SAVINGS BANK PAOLI, Pennsylvania, United States Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Prime broker PERSHING LLC JERSEY CITY, New Jersey, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

SOBEL & CO
PCAOB 500

KEARNY BANK
LEI 549300N6U5XCH70TOK35

PERSHING LLC
SEC 8-17574

PERSHING LLC
CRD 7560 · SEC 8-17574

Filing source

Form ADV 1725967 · Mar 24, 2023 · Schedule D 7.B.(1), fund 805-4576882271

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
Seymour Holtzman Executive
Marc Holtzman Executive
N/A Jbrc I, Llc Executive
N/A Rock And Pillar Holdings International Executive
Lawrence Seidman Executive
N/A Sey Seid, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Lanidex Corporate Park 100 Lanidex Plaza, 1st Floor
Parsippany, NJ, 07054