Form D · Other Investment Fund

TrueBridge-Kauffman Fellows Endowment Fund III, L.P.

Chapel Hill, NC · CIK 0001574792

Offering snapshot reported Sep 10, 2014 · SEC filing

Reported sold
$408M
Offering amount: $408M
Investors reported
108
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 23, 2013
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 108

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 10, 2014Amendment$408,389,600No comparison108SEC filing
Apr 22, 2013InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$21K
Finders' fees
$0
Form D file number
021-195348
Amounts include aggregate amounts for Issuer and for two parallel partnerships.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
XS Investments B.V.None

Source: Form D, filed Sep 10, 2014. 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

TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND III, L.P.

Investment adviser: TRUEBRIDGE CAPITAL PARTNERS LLC

Gross asset value
$407M
Beneficial owners
180
ADV minimum commitment
$5M

Reported in Form ADV on Apr 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON, LLP CHARLOTTE, North Carolina, United States
Custodian JPMORGAN CHASE & CO. NEW YORK, New York, United States Related to adviser: No
Marketer BROOKVINE PTY LIMITED WOOLLAHRA, Australia Related to adviser: No
Marketer XS INVESTMENTS NAARDEN, Netherlands Related to adviser: No
Prime broker BTIG, LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

GRANT THORNTON, LLP
PCAOB 248

BTIG, LLC
CRD 122225 · SEC 8-65473

Filing source

Form ADV 2101126 · Apr 29, 2026 · Schedule D 7.B.(1), fund 805-8189101696

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
Edwin Poston Executive
True Bridge Capital Partners, Llc True Bridge Capital Partners, Llc Promoter
True Bridge Gp Partners Iii, L.P. True Bridge Gp Partners Iii, L.P. Promoter
Mel A. Williams Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1350 Environ Way
Chapel Hill, NC, 27517