Form D · Private Equity Fund

West Monroe Capital Fund III, LLC

Chicago, IL · CIK 0002010804

Offering snapshot reported Mar 7, 2025 · SEC filing

Reported sold: $23.7M
Investors reported: 71
Minimum accepted: $0
First sale: Feb 23, 2024

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 71

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 7, 2025	Amendment	$23,675,000	No comparison	71	SEC filing
Feb 21, 2024	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-505692

Source: Form D, filed Mar 7, 2025. 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

WEST MONROE CAPITAL FUND III, LLC

Investment adviser: WEST MONROE CAPITAL, LLC

Gross asset value: $25.5M
Beneficial owners: 72
ADV minimum commitment: $250K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PLANTE MORAN CHICAGO, Illinois, United States

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian WINTRUST BANK, N.A. CHICAGO, Illinois, 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

PLANTE MORAN
PCAOB 166

Filing source

Form ADV 2079941 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-8375074201

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
West Monroe Capital Fund I, LLC	Nov 19, 2019	$1,100,000	3
West Monroe Capital Fund II, LLC	Jun 9, 2022	$34,825,032	71
West Monroe Capital Fund III, LLC (this fund)	Mar 7, 2025	$23,675,000	71

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
Name	Reported role
Chris Darragh	Director
Brian L. Jacobsen	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

311 West Monroe Street 14 Th Floor
Chicago, IL, 60606