Form D · Other Investment Fund

STOLTZ REAL ESTATE FUND III LP

Bala Cynwyd, PA · CIK 0001446921

Offering snapshot reported Jul 7, 2010 · SEC filing

Reported sold: $152M
Investors reported: 33
Minimum accepted: $5M
First sale: Sep 10, 2008

Fundraising history

Reported sold

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$135,700,000 → $152,250,000
Reported investors32 → 33

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 7, 2010	Amendment	$152,250,000	$16,550,000vs Apr 21, 2010	33	SEC filing
Apr 21, 2010	Amendment	$135,700,000	$27,750,000vs Oct 28, 2009	32	SEC filing
Oct 28, 2009	Amendment	$107,950,000	$6,150,000vs Mar 26, 2009	30	SEC filing
Mar 26, 2009	Initial	$101,800,000	No comparison	Not reported	SEC filing
Sep 25, 2008	Paper	Not reported	No comparison	Not reported	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-123057

Total amount remaining to be sold is $0.00 because the Issuer is now closed to fundraising.

Source: Form D, filed Jul 7, 2010. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
STOLTZ REAL ESTATE FUND III LP (this fund)	Jul 7, 2010	$152,250,000	33
Stoltz Real Estate Fund IV, L.P.	Apr 23, 2012	$130,750,000	9
Stoltz Real Estate Fund VI, L.P.	Nov 15, 2018	$187,195,000	11
Stoltz Real Estate Fund VII, L.P.	Oct 6, 2022	$179,562,402	18
Stoltz Real Estate Fund VIII, L.P.	Nov 14, 2025	$72,500,000	7

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
Bradley S. Coburn	Executive
Stephen Lewis	Executive
[Entity] Sref Iii Gp, L.P.	Promoter
[Entity] Sref Iii, L.L.C.	Promoter
Keith D. Stoltz	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

725 Conshohocken State Road
Bala Cynwyd, PA, 19004