Form D · Other Investment Fund
SouthOcean Real Estate Partners III, LLC
Fort Lauderdale, FL · CIK 0001735088
Offering snapshot reported Apr 4, 2018 · SEC filing
- Reported sold
- Yet to sell Offering amount: $125M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $200K 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 4, 2018 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $300K
- Finders' fees
- $0
- Form D file number
- 021-309338
Limited liability company membership interests.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Equus Financial Consulting, LLC | 131449 | Equus Financial Consulting, LLC · CRD 131449 |
Source: Form D, filed Apr 4, 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
SOUTHOCEAN REAL ESTATE PARTNERS III, LLC
Investment adviser: SOUTHOCEAN CAPITAL PARTNERS, LLC
- Gross asset value
- $28.8M
- Beneficial owners
- 91
- ADV minimum commitment
- $1M
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KAUFMAN, ROSSIN & CO., PA
PCAOB 137
Filing source
Form ADV 2070124 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2485688234
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.
| Name | Reported role |
|---|---|
| Timothy E. Bannon | Executive, Promoter |
| David Horvitz | Executive, Promoter |
| David Roth | Executive, Promoter |
| N/A South Ocean Capital Partners, Llc | Promoter |
| N/A South Ocean Real Estate Manager Iii, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Fort Lauderdale, FL, 33301