Form D · Commercial

Wellings Income Fund III, LLC

Lynchburg, VA · CIK 0001878042

Offering snapshot reported Aug 11, 2021 · SEC filing

Reported sold
Yet to sell
Offering amount: $25M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Yet to occur
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
Aug 11, 2021InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-409647

Source: Form D, filed Aug 11, 2021. 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

WELLINGS INCOME FUND III

Investment adviser: WELLINGS CAPITAL MANAGEMENT, LLC

Gross asset value
$17.1M
Beneficial owners
100
ADV minimum commitment
$100K

Reported in Form ADV on Aug 7, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STRATEGIC FUND SERVICES, LLC ISELIN, New Jersey, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C. GLEN ALLEN, Virginia, United States
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, 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

KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C.
PCAOB 80

Filing source

Form ADV 2006119 · Aug 7, 2025 · Schedule D 7.B.(1), fund 805-8560360330

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
Benjamin Kahle Director
Paul Moore Executive

Issuer details

Industry: Commercial (See others in industry)

Address:
114 Tradewynd Drive Suite 206
Lynchburg, VA, 24502