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

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

advised by WELCH & FORBES 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:d29d2587-593e-1e1a-789d-d6f4f43df7ad

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2017 to May 19, 2026
14 observations

Across DFX

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

Private Equityidentity

Welch & Forbes Private Equity III, LLC - Series C

Private equity fund · shared adv fund id

Facts

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

Adviser: WELCH & FORBES LLCCRD 115119
Fund type: Private Equity Fund
Latest reported GAV: $4,420gross asset value on Schedule D 7.B(1), as of 2026-05-19; never fund size
Peak reported GAV: $46,078
Beneficial owners: 10
Minimum investment: $10,000
Owned by the adviser: 1000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Form D file number: 021-286350an 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 31, 2017
Last reported: May 19, 2026fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 14
Fund id: 805-6264086343

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 18, 2024	$4,420	10	$10,000	1000.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Jan 3, 2024	$4,420	10	$10,000	1000.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Jan 2, 2024	$4,420	10	$10,000	1000.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Mar 27, 2023	$4,420	10	$10,000	1000.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Mar 31, 2022	$4,420	10	$10,000	1000.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Mar 25, 2022	$4,420	10	$10,000	1000.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Mar 16, 2022	$4,420	10	$10,000	1000.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Mar 15, 2021	$5,525	10	$10,000	1000.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Jun 8, 2020	$5,525	10	$10,000	1000.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Mar 9, 2020	$5,525	10	$10,000	1000.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Mar 22, 2019	$5,525	10	$10,000	1000.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Mar 15, 2018	$11,050	10	$10,000	5700.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Aug 15, 2017	$46,078	10	$10,000	5700.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C
Mar 31, 2017	$46,078	10	$10,000	5700.0%	no	WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
RELIANCE TRUST COMPANY	RELIANCE TRUST COMPANY	Atlanta	Georgia	United States	no	n/a

Relationships

Advises (1)

← WELCH & FORBES LLCRegistered adviserPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d29d2587-593e-1e1a-789d-d6f4f43df7ad
First observed: Mar 31, 2017
Last observed: May 19, 2026 4 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.

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

advised by WELCH & FORBES 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:d29d2587-593e-1e1a-789d-d6f4f43df7ad

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:19 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 18, 2024

$4,420

$10,000

1000.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Jan 3, 2024

$4,420

$10,000

1000.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Jan 2, 2024

$4,420

$10,000

1000.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Mar 27, 2023

$4,420

$10,000

1000.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Mar 31, 2022

$4,420

$10,000

1000.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Mar 25, 2022

$4,420

$10,000

1000.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Mar 16, 2022

$4,420

$10,000

1000.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Mar 15, 2021

$5,525

$10,000

1000.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Jun 8, 2020

$5,525

$10,000

1000.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Mar 9, 2020

$5,525

$10,000

1000.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Mar 22, 2019

$5,525

$10,000

1000.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Mar 15, 2018

$11,050

$10,000

5700.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Aug 15, 2017

$46,078

$10,000

5700.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Mar 31, 2017

$46,078

$10,000

5700.0%

WELCH & FORBES PRIVATE EQUITY III, LLC - SERIES C

Custodian

Legal name

City

State

Country

Related person

SEC number

RELIANCE TRUST COMPANY

Atlanta

Georgia

United States

n/a