DFX Intelligence

Data Factory

RIA / WealthPrivate fundprivate equity fund3(c)(1)3(c)(7)

PALM BEACH CAPITAL FUND III, L.P.

advised by PALM BEACH CAPITAL MANAGEMENT III, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:39604303-6512-c5bf-78cc-993d39513be6

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 13, 2012 to Mar 28, 2024
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Palm Beach Capital Fund III, L.P.

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: PALM BEACH CAPITAL MANAGEMENT III, LLCCRD 159611
Fund type: Private Equity Fund
Latest reported GAV: $72.6Mgross asset value on Schedule D 7.B(1), as of 2024-03-28; never fund size
Peak reported GAV: $196M
Beneficial owners: 63
Minimum investment: $5.0M
Owned by the adviser: 700%
Owned by funds of funds: 0%
Owned by non-US persons: 400%
Clients solicited: no
Form D file number: 021-138725an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Feb 13, 2012
Last reported: Mar 28, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 18
Fund id: 805-7364577309

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 28, 2024	$72.6M	63	$5.0M	700.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Mar 29, 2023	$70.3M	63	$5.0M	700.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Mar 31, 2022	$196M	63	$5.0M	700.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Dec 9, 2021	$167M	63	$5.0M	700.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Mar 25, 2021	$167M	63	$5.0M	700.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Jun 26, 2020	$113M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Jun 26, 2020	$113M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Mar 25, 2020	$76.5M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Mar 15, 2019	$76.5M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Jan 7, 2019	$76.5M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Mar 30, 2018	$76.5M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Mar 31, 2017	$132M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Mar 31, 2016	$127M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Jul 29, 2015	$107M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Mar 31, 2015	$107M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Mar 31, 2014	$127M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Mar 28, 2013	$112M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.
Feb 13, 2012	$154M	65	$5.0M	400.0%	yes	PALM BEACH CAPITAL FUND III, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
FIFTH THIRD BANK	FIFTH THIRD BANK	Cincinnati	Ohio	United States	no	n/a

Relationships

Advises (1)

← PALM BEACH CAPITAL MANAGEMENT III, LLCRegistered adviserPrivate Equity Fund, IA
Feb 13, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:39604303-6512-c5bf-78cc-993d39513be6
First observed: Feb 13, 2012
Last observed: Mar 28, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PALM BEACH CAPITAL FUND III, L.P.

advised by PALM BEACH CAPITAL MANAGEMENT III, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:39604303-6512-c5bf-78cc-993d39513be6

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:28 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 28, 2024

$72.6M

$5.0M

700.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Mar 29, 2023

$70.3M

$5.0M

700.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Mar 31, 2022

$196M

$5.0M

700.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Dec 9, 2021

$167M

$5.0M

700.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Mar 25, 2021

$167M

$5.0M

700.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Jun 26, 2020

$113M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Jun 26, 2020

$113M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Mar 25, 2020

$76.5M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Mar 15, 2019

$76.5M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Jan 7, 2019

$76.5M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Mar 30, 2018

$76.5M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Mar 31, 2017

$132M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Mar 31, 2016

$127M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Jul 29, 2015

$107M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Mar 31, 2015

$107M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Mar 31, 2014

$127M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Mar 28, 2013

$112M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Feb 13, 2012

$154M

$5.0M

400.0%

yes

PALM BEACH CAPITAL FUND III, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

FIFTH THIRD BANK

Cincinnati

Ohio

United States

n/a