Form D · Private Equity Fund

SUMMIT INVESTORS CREDIT III, LLC

Boston, MA · CIK 0001720701

Offering snapshot reported Nov 30, 2022 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$0
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 30, 2022InitialYet to sellNo comparison0SEC filing
May 4, 2022InitialYet to sellNo comparison0SEC filing
Dec 17, 2021InitialYet to sellNo comparison0SEC filing
Jun 23, 2021InitialYet to sellNo comparison0SEC filing
Nov 19, 2020InitialYet to sellNo comparison0SEC filing
May 18, 2020InitialYet to sellNo comparison0SEC filing
Dec 3, 2019InitialYet to sellNo comparison0SEC filing
May 28, 2019InitialYet to sellNo comparison0SEC filing
Nov 16, 2018InitialYet to sellNo comparison0SEC filing
May 9, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-466182

Source: Form D, filed Nov 30, 2022. 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 INVESTORS CREDIT III, LLC

Investment adviser: SUMMIT PARTNERS, L.P.

Gross asset value
$157K
Beneficial owners
77
ADV minimum commitment
$0

Reported in Form ADV on Aug 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LLP BOSTON, Massachusetts, United States
Custodian BANK OF AMERICA, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Filing source

Form ADV 2125578 · Aug 20, 2026 · Schedule D 7.B.(1), fund 805-2441002170

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.

People and organizations reported in Form D filings
NameReported role
Matthias G. Allgaier Executive
Darren M. Black Executive
Adam D. Britt Executive
Gabe N. Carreiro Executive
John R. Carroll Executive
Peter` Y. Chung Executive
Peter Y. Chung Executive
Scott C. Collins Executive
Robin W. Devereux Executive
Craig D. Frances Executive
James M. Freeland Executive
Robert M. Hassell Executive
Adam H. Hennessey Executive
Thomas H. Jennings Executive
Dennis Kim Executive
Martin J. Mannion Executive
Andrew Mccarthy Executive
Kevin A. Messerle Executive
Gregg J. Nardone Executive
Devin B. O'malley Executive
Gus Phelps Executive
Thomas S. Roberts Executive
Alexander D. Whittemore Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
222 Berkeley Street, 18 Th Floor
Boston, MA, 02116