Form D · Investing

VF Real Estate III LP

Berwyn, PA · CIK 0001745157

Offering snapshot reported Feb 28, 2020 · SEC filing

Reported sold
$22.4M
Offering amount: $22.4M
Investors reported
54
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jun 13, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.2M$22.4MJun 29, 2018: $2,000,000.00Jun 29, 2018Feb 28, 2020: $22,400,000.00Feb 28, 2020

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$2,000,000 → $22,400,000
  • Reported investors4 → 54

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 28, 2020Amendment$22,400,000$20,400,000vs Jun 29, 201854SEC filing
Jun 29, 2018Initial$2,000,000No comparison4SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$224K
Finders' fees
$0
Form D file number
021-315757
This offering is closed.
M Holdings Securities, Inc. received sales compensation totaling $224,000 in connection with this offering.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
M HOLDINGS SECURITIES, INC.43285

Source: Form D, filed Feb 28, 2020. 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

VF REAL ESTATE III, LP

Investment adviser: VFPE ADVISORS LLC

Gross asset value
$20.8M
Beneficial owners
55
ADV minimum commitment
$125K

Reported in Form ADV on Aug 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian INSPIRA FINANCIAL TRUST, LLC (FORMERLY MILLENNIUM TRUST COMPANY) OAK BROOK, Illinois, United States Related to adviser: No
Marketer M HOLDINGS SECURITIES, INC. PORTLAND, Oregon, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

M HOLDINGS SECURITIES, INC.
CRD 43285 · SEC 801-57304

Filing source

Form ADV 2129010 · Aug 28, 2026 · Schedule D 7.B.(1), fund 805-7081686987

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
Sean Maher Director
Michael Mallick Executive

Issuer details

Industry: Investing (See others in industry)

Address:
1000 Westlakes Drive
Berwyn, PA, 19312