Form D · Other Investment Fund

Trilogy Search Partners 3, L.P.

Bellevue, WA · CIK 0001936170

Offering snapshot reported Jun 26, 2023 · SEC filing

Reported sold: $112M
Investors reported: 67
Minimum accepted: $0
First sale: Jun 16, 2022

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$75,475,000 → $111,935,360
Reported investors40 → 67

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 26, 2023	Amendment	$111,935,360	$36,460,360vs Jul 1, 2022	67	SEC filing
Jul 1, 2022	Initial	$75,475,000	No comparison	40	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-450962

Source: Form D, filed Jun 26, 2023. 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

TRILOGY SEARCH PARTNERS 3, L.P.

Investment adviser: TSP ADVISORS, LLC

Gross asset value: $89.9M
Beneficial owners: 75
ADV minimum commitment: $200K

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MERITAGE ACCOUNTING GROUP ARVADA, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP CHICACO, Illinois, United States

Custodian CITIZENS BANK CARTHAGE, Tennessee, United States Related to adviser: No

Custodian JP MORGAN CHASE 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: Yes
External marketing: No

GRANT THORNTON LLP
PCAOB 248

CITIZENS BANK
LEI 254900RQ2FMUUUQUGI02

JP MORGAN CHASE BANK, N.A.
LEI 984500653R409CC5AB28

Filing source

Form ADV 2072250 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-2073569115

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
Trilogy Search Partners 2, L.P.	Jul 26, 2019	$44,400,000	21
Trilogy Search Partners 3, L.P. (this fund)	Jun 26, 2023	$111,935,360	67
Trilogy Search Partners 4, L.P.	Apr 16, 2026	$111,800,000	79

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
Scott Alderman	Director
Mitchell Cohen	Director
Aaron Perrine	Director
[None] Tsp3 Gp, Llc	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

155 108 Th Avenue Ne, Suite 400
Bellevue, WA, 98004