Form D · Private Equity Fund

Summit House Credit Opportunities Fund III, L.P.

Dallas, TX · CIK 0002057045

Offering snapshot reported Feb 18, 2025 · SEC filing

Reported sold: $42.3M
Investors reported: 52
Minimum accepted: $1M
First sale: Feb 3, 2025

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
Feb 18, 2025	Initial	$42,285,000	No comparison	52	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06c, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-538548

Source: Form D, filed Feb 18, 2025. 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

SUMMIT HOUSE CREDIT OPPORTUNITIES FUND III, LP

Investment adviser: SUMMIT HOUSE CAPITAL MANAGEMENT, LLC

Gross asset value: $126M
Beneficial owners: 60
ADV minimum commitment: $1M

Reported in Form ADV on Sep 15, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP DALLAS, Texas, United States

Custodian AXOS BANK SAN DIEGO, California, United States Related to adviser: No

Custodian US BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, United States Related to adviser: No

Custodian WESTERN ALLIANCE TRUST COMPANY BLOOMINGTON, Minnesota, United States Related to adviser: No

Marketer HOLLISTER ASSOCIATES, LLC MOUNT PLEASANT, South Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

US BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

HOLLISTER ASSOCIATES, LLC
CRD 173366 · SEC 8-69538

Filing source

Form ADV 2130368 · Sep 15, 2026 · Schedule D 7.B.(1), fund 805-5049141899

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
Summit House Credit Opportunities Fund II LP	Oct 21, 2025	$41,980,000	68
Summit House Credit Opportunities Fund III, L.P. (this fund)	Feb 18, 2025	$42,285,000	52

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
Summit House Capital Management, Llc	Executive
Summit House Credit Opportunities Fund Gp Iii, L.P.	Executive
Jed Walsh	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

8235 Douglas Avenue Suite 395
Dallas, TX, 75225