Form D · Other Investment Fund
Stockbridge Value Fund III, LP
San Francisco, CA · CIK 0001704784
Offering snapshot reported May 1, 2017 · SEC filing
- Reported sold
- $248M Offering amount: $500M
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $2.5M Reported outside-investor minimum
- First sale
- Apr 20, 2017 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 |
|---|---|---|---|---|---|
| May 1, 2017 | Initial | $247,500,000 | No comparison | 9 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-285838
Source: Form D, filed May 1, 2017. 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
STOCKBRIDGE VALUE FUND III, LP
Investment adviser: CORE AND VALUE ADVISORS, LLC
- Gross asset value
- $478M
- Beneficial owners
- 17
- ADV minimum commitment
- $5M
Reported in Form ADV on Nov 9, 2023. 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
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Filing source
Form ADV 1795293 · Nov 9, 2023 · Schedule D 7.B.(1), fund 805-9143555117
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 |
|---|---|
| Mark D. Carlson | Executive |
| Sol A. Raso | Executive |
| Douglas D. Sturiale | Executive |
| Daniel S. Weaver | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Francisco, CA, 94111