Form D · Private Equity Fund

Welch & Forbes Private Equity III, LLC- Series E

Boston, MA · CIK 0001702663

Offering snapshot reported May 9, 2017 · SEC filing

Reported sold
$29.2K
Indefinite offering
Investors reported
15
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Apr 23, 2012
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
May 9, 2017Initial$29,181No comparison15SEC 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
021-286353

Source: Form D, filed May 9, 2017. 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

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES E

Investment adviser: WELCH & FORBES LLC

Gross asset value
$29.2K
Beneficial owners
15
ADV minimum commitment
$10K

Reported in Form ADV on Mar 15, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian RELIANCE TRUST COMPANY ATLANTA, Georgia, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 1168860 · Mar 15, 2018 · Schedule D 7.B.(1), fund 805-5569100943

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
N/A Welch & Forbes, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Welch & Forbes Llc 45 School Street
Boston, MA, 02108