Form D · Private Equity Fund

Whitman/Peterson Partners III, LP

Westlake Village, CA · CIK 0001693356

Offering snapshot reported Feb 12, 2018 · SEC filing

Reported sold: $402M
Investors reported: 15
Minimum accepted: $1M
First sale: Dec 15, 2016

Fundraising history

Reported sold

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$325,000,000 → $402,000,000

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 12, 2018	Amendment	$402,000,000	$77,000,000vs Mar 15, 2017	15	SEC filing
Mar 15, 2017	Amendment	$325,000,000	$75,000,000vs Dec 29, 2016	15	SEC filing
Dec 29, 2016	Initial	$250,000,000	No comparison	4	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-277221

Source: Form D, filed Feb 12, 2018. 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

WHITMAN/PETERSON PARTNERS III, LP

Investment adviser: WHITMAN/PETERSON, LLC

Gross asset value: $423M
Beneficial owners: 16
ADV minimum commitment: $1M

Reported in Form ADV on Apr 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STRATA FUND SOLUTIONS, LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG, LLP LOS ANGELES, California, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Custodian WELLS FARGO SAN FRANCISCO, California, 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

ERNST & YOUNG, LLP
PCAOB 42

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Filing source

Form ADV 2097534 · Apr 29, 2026 · Schedule D 7.B.(1), fund 805-4033781307

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
Whitman/Peterson Partners III, LP (this fund)	Feb 12, 2018	$402,000,000	15
Whitman/Peterson Partners IV, LP	Nov 15, 2021	$692,034,221	219
Whitman/Peterson Partners V, LP	Sep 12, 2025	$780,000,000	Not reported

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
Joel C Peterson	Executive, Promoter
Robert A Whitman	Executive, Promoter
Weston W Whitman	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3011 Townsgate Rd. Suite 120
Westlake Village, CA, 91361