Form D · Private Equity Fund

SORENSON CAPITAL PARTNERS III, LP

Lehi, UT · CIK 0001593258

Offering snapshot reported Oct 7, 2014 · SEC filing

Reported sold
Yet to sell
Offering amount: $400M
Investors reported
0
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 7, 2014InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-225980
THE GENERAL PARTNER OF THE ISSUER RESERVES THE RIGHT TO OFFER A GREATER OR LESSER AMOUNT OF LIMITED PARTNER INTERESTS.
PLACEMENT AGENT FEES TO BE PAID BASED UPON A PERCENTAGE OF TOTAL EQUITY RAISED. SUCH FEES ARE OFFSET AGAINST THE MANAGEMENT FEES PAYABLE BY THE ISSUER.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
INEO CAPITAL, LLC143262

Source: Form D, filed Oct 7, 2014. 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

SORENSON CAPITAL PARTNERS III, L.P.

Investment adviser: WEST RIM II UGP, LLC

Gross asset value
$310M
Beneficial owners
59
ADV minimum commitment
$10M

Reported in Form ADV on Jul 16, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES HOLDINGS, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, 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
No

ERNST & YOUNG LLP
PCAOB 42

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Filing source

Form ADV 2114683 · Jul 16, 2026 · Schedule D 7.B.(1), fund 805-6670097919

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
Fraser Bullock Executive, Promoter
Tim Layton Executive, Promoter
Mark Ludwig Executive, Promoter
Ronald Mika Executive, Promoter
Luke Sorenson Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3400 N. Ashton Boulevard, Suite 400
Lehi, UT, 84043