Form D · Venture Capital Fund

SORENSON VENTURES III, L.P.

Lehi, UT · CIK 0001966815

Offering snapshot reported Mar 5, 2024 · SEC filing

Reported sold: $84.4M
Investors reported: 33
Minimum accepted: $0
First sale: Mar 15, 2023

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 33

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 5, 2024	Amendment	$84,400,000	No comparison	33	SEC filing
Mar 9, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-475330

Source: Form D, filed Mar 5, 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

SORENSON VENTURES III, L.P.

Investment adviser: WEST RIM II UGP, LLC

Gross asset value: $193M
Beneficial owners: 100
ADV minimum commitment: $0

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 805-1304103488

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
SORENSON VENTURES, L.P.	May 8, 2017	Yet to sell	0
Sorenson Ventures II, L.P.	Dec 13, 2021	$147,450,000	94
SORENSON VENTURES III, L.P. (this fund)	Mar 5, 2024	$84,400,000	33

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
Name	Reported role
Ken Elefant	Executive
Rob Rueckert	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2801 N. Thanksgiving Way, Suite 200
Lehi, UT, 84043