Form D · Private Equity Fund

Vested Fund III, LP

Weston, FL · CIK 0001932475

Offering snapshot reported May 31, 2023 · SEC filing

Reported sold
$24.6M
Indefinite offering
Investors reported
79
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 26, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.3M$24.6MJun 10, 2022: $3,160,000.00Jun 10, 2022Jul 13, 2022: $5,485,000.00Sep 12, 2022: $5,635,000.00Oct 7, 2022: $6,985,000.00Oct 27, 2022: $7,885,000.00Nov 17, 2022: $9,385,000.00Jan 19, 2023: $11,435,000.00May 3, 2023: $14,185,000.00May 31, 2023: $24,555,000.00May 31, 2023

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$14,185,000 → $24,555,000
  • Reported investors51 → 79

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 31, 2023Amendment$24,555,000$10,370,000vs May 3, 202379SEC filing
May 3, 2023Amendment$14,185,000$2,750,000vs Jan 19, 202351SEC filing
Jan 19, 2023Amendment$11,435,000$2,050,000vs Nov 17, 202241SEC filing
Nov 17, 2022Amendment$9,385,000$1,500,000vs Oct 27, 202236SEC filing
Oct 27, 2022Amendment$7,885,000$900,000vs Oct 7, 202230SEC filing
Oct 7, 2022Amendment$6,985,000$1,350,000vs Sep 12, 202227SEC filing
Sep 12, 2022Amendment$5,635,000$150,000vs Jul 13, 202225SEC filing
Jul 13, 2022Amendment$5,485,000$2,325,000vs Jun 10, 202225SEC filing
Jun 10, 2022Initial$3,160,000No comparison13SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$33.7K (estimated)
Form D file number
021-448838

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Damon I Rein3276616Fort Ghent Brokerage LLC · CRD 170803
Peter HornickNoneBernoulli LLC
Umergence, LLC284368Umergence, LLC · CRD 284368

Source: Form D, filed May 31, 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

VESTED FUND III REMAINDER, LP

Investment adviser: VESTED INVESTMENT MANAGEMENT, LLC

Gross asset value
$3.99M
Beneficial owners
2
ADV minimum commitment
$0

Reported in Form ADV on Jul 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator KRANZ CONSULTING SAN FRANCISCO, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor CBIZ CPAS P.C. KANSAS CITY, Missouri, United States
Custodian JPMORGAN CHASE BANK NEW YORK, New York, 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

CBIZ CPAS P.C.
PCAOB 199

Filing source

Form ADV 2118566 · Jul 9, 2026 · Schedule D 7.B.(1), fund 805-1465988481

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
Inc Vested Executive
Llc Vested Fund Iii Manager Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1304 Chenille Cir
Weston, FL, 33327