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

HEARTWOOD PARTNERS III, L.P.

advised by HEARTWOOD PARTNERS, 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:931efb2a-c2fa-8ad2-49f7-f6aa69e8c634

Data as of Mar 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2018 to Mar 27, 2024
16 observations

Across DFX

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

Private Equityidentity

Capital Partners Private Equity Income 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: HEARTWOOD PARTNERS, LLCCRD 313052
Fund type: Private Equity Fund
Latest reported GAV: $551Mgross asset value on Schedule D 7.B(1), as of 2024-03-27; never fund size
Peak reported GAV: $652M
Beneficial owners: 97
Minimum investment: $100,000
Owned by the adviser: 500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-291418an 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: Mar 30, 2018
Last reported: Mar 27, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 16
Fund id: 805-8256230166

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 27, 2024	$551M	97	$100,000	500.0%	yes	HEARTWOOD PARTNERS III, L.P.
Oct 25, 2023	$602M	97	$100,000	500.0%	yes	HEARTWOOD PARTNERS III, L.P.
Oct 25, 2023	$602M	97	$100,000	500.0%	yes	HEARTWOOD PARTNERS III, L.P.
Oct 2, 2023	$602M	97	$100,000	500.0%	yes	HEARTWOOD PARTNERS III, L.P.
Apr 26, 2023	$602M	97	$100,000	500.0%	yes	HEARTWOOD PARTNERS III, L.P.
Apr 26, 2023	$602M	97	$100,000	500.0%	yes	HEARTWOOD PARTNERS III, L.P.
Apr 26, 2023	$602M	97	$100,000	500.0%	yes	HEARTWOOD PARTNERS III, L.P.
Mar 31, 2023	$602M	97	$100,000	500.0%	yes	HEARTWOOD PARTNERS III, L.P.
Apr 25, 2022	$652M	97	$100,000	500.0%	yes	HEARTWOOD PARTNERS III, L.P.
Mar 31, 2022	$652M	97	$100,000	500.0%	yes	HEARTWOOD PARTNERS III, L.P.
Jul 20, 2021	$615M	97	$100,000	500.0%	yes	HEARTWOOD PARTNERS III, L.P.
Mar 29, 2021	$615M	97	$100,000	500.0%	yes	HEARTWOOD PARTNERS III, L.P.
Sep 23, 2020	$584M	95	$100,000	500.0%	yes	CAPITAL PARTNERS PRIVATE EQUITY INCOME III, L.P.
Mar 26, 2020	$584M	95	$100,000	500.0%	yes	CAPITAL PARTNERS PRIVATE EQUITY INCOME III, L.P.
Mar 29, 2019	$589M	95	$100,000	500.0%	yes	CAPITAL PARTNERS PRIVATE EQUITY INCOME III, L.P.
Mar 30, 2018	$600M	95	$100,000	500.0%	yes	CAPITAL PARTNERS PRIVATE EQUITY INCOME III, L.P.

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
CIBC BANK USA	CIBC BANK USA	Chicago	Illinois	United States	no	n/a
SILICON VALLEY BANK	SILICON VALLEY BANK	SANTA CLARA	California	United States	no	n/a

Relationships

Advises (1)

← HEARTWOOD PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA
Mar 30, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:931efb2a-c2fa-8ad2-49f7-f6aa69e8c634
First observed: Mar 30, 2018
Last observed: Mar 27, 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.

HEARTWOOD PARTNERS III, L.P.

advised by HEARTWOOD PARTNERS, 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:931efb2a-c2fa-8ad2-49f7-f6aa69e8c634

Data as of Mar 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:00 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 27, 2024

$551M

$100,000

500.0%

yes

HEARTWOOD PARTNERS III, L.P.

Oct 25, 2023

$602M

$100,000

500.0%

yes

HEARTWOOD PARTNERS III, L.P.

Oct 25, 2023

$602M

$100,000

500.0%

yes

HEARTWOOD PARTNERS III, L.P.

Oct 2, 2023

$602M

$100,000

500.0%

yes

HEARTWOOD PARTNERS III, L.P.

Apr 26, 2023

$602M

$100,000

500.0%

yes

HEARTWOOD PARTNERS III, L.P.

Apr 26, 2023

$602M

$100,000

500.0%

yes

HEARTWOOD PARTNERS III, L.P.

Apr 26, 2023

$602M

$100,000

500.0%

yes

HEARTWOOD PARTNERS III, L.P.

Mar 31, 2023

$602M

$100,000

500.0%

yes

HEARTWOOD PARTNERS III, L.P.

Apr 25, 2022

$652M

$100,000

500.0%

yes

HEARTWOOD PARTNERS III, L.P.

Mar 31, 2022

$652M

$100,000

500.0%

yes

HEARTWOOD PARTNERS III, L.P.

Jul 20, 2021

$615M

$100,000

500.0%

yes

HEARTWOOD PARTNERS III, L.P.

Mar 29, 2021

$615M

$100,000

500.0%

yes

HEARTWOOD PARTNERS III, L.P.

Sep 23, 2020

$584M

$100,000

500.0%

yes

CAPITAL PARTNERS PRIVATE EQUITY INCOME III, L.P.

Mar 26, 2020

$584M

$100,000

500.0%

yes

CAPITAL PARTNERS PRIVATE EQUITY INCOME III, L.P.

Mar 29, 2019

$589M

$100,000

500.0%

yes

CAPITAL PARTNERS PRIVATE EQUITY INCOME III, L.P.

Mar 30, 2018

$600M

$100,000

500.0%

yes

CAPITAL PARTNERS PRIVATE EQUITY INCOME III, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

CIBC BANK USA

Chicago

Illinois

United States

n/a

SILICON VALLEY BANK

SANTA CLARA

California

United States

n/a