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

MASON WELLS BUYOUT FUND III, LP

advised by MASON WELLS, INC.

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:d59196c6-0b0f-24f5-66e2-0c2d0eeb6711

Data as of Mar 25, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 14, 2012 to Mar 25, 2024
17 observations

Across DFX

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

Private Equityidentity

Mason Wells Buyout Fund III, Limited Partnership

Private equity fund · shared adv fund id

Facts

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

Adviser: MASON WELLS, INC.CRD 173069
Fund type: Private Equity Fund
Latest reported GAV: $24.4Mgross asset value on Schedule D 7.B(1), as of 2024-03-25; never fund size
Peak reported GAV: $586M
Beneficial owners: 32
Minimum investment: $5.0M
Owned by the adviser: 100%
Owned by funds of funds: 3000%
Owned by non-US persons: 1800%
Clients solicited: no
Form D file number: 021-139091an 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 14, 2012
Last reported: Mar 25, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 17
Fund id: 805-6471501876

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 25, 2024	$24.4M	32	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LP
Mar 23, 2023	$25.0M	32	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LP
Mar 25, 2022	$80.2M	32	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LP
Mar 23, 2021	$289M	32	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LP
Aug 25, 2020	$177M	32	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LP
Apr 29, 2020	$177M	32	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LP
Mar 24, 2020	$177M	32	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LP
Mar 25, 2019	$554M	32	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LP
Mar 28, 2018	$586M	32	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LP
Mar 29, 2017	$475M	32	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LP
Mar 21, 2016	$510M	32	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LP
Mar 31, 2015	$560M	46	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LIMITED PARTNERSHIP
Apr 8, 2014	$458M	46	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LIMITED PARTNERSHIP
Mar 26, 2014	$458M	46	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LIMITED PARTNERSHIP
Mar 18, 2013	$473M	46	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LIMITED PARTNERSHIP
Feb 28, 2012	$461M	46	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LIMITED PARTNERSHIP
Feb 14, 2012	$461M	46	$5.0M	100.0%	yes	MASON WELLS BUYOUT FUND III, LIMITED PARTNERSHIP

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
BMO HARRIS BANK	BMO HARRIS BANK, N.A.	Milwaukee	Wisconsin	United States	no	n/a

Relationships

Advises (1)

← MASON WELLS, INC.Registered adviserPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d59196c6-0b0f-24f5-66e2-0c2d0eeb6711
First observed: Feb 14, 2012
Last observed: Mar 25, 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.

MASON WELLS BUYOUT FUND III, LP

advised by MASON WELLS, INC.

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:d59196c6-0b0f-24f5-66e2-0c2d0eeb6711

Data as of Mar 25, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:22 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 25, 2024

$24.4M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LP

Mar 23, 2023

$25.0M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LP

Mar 25, 2022

$80.2M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LP

Mar 23, 2021

$289M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LP

Aug 25, 2020

$177M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LP

Apr 29, 2020

$177M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LP

Mar 24, 2020

$177M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LP

Mar 25, 2019

$554M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LP

Mar 28, 2018

$586M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LP

Mar 29, 2017

$475M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LP

Mar 21, 2016

$510M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LP

Mar 31, 2015

$560M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LIMITED PARTNERSHIP

Apr 8, 2014

$458M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LIMITED PARTNERSHIP

Mar 26, 2014

$458M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LIMITED PARTNERSHIP

Mar 18, 2013

$473M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LIMITED PARTNERSHIP

Feb 28, 2012

$461M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LIMITED PARTNERSHIP

Feb 14, 2012

$461M

$5.0M

100.0%

yes

MASON WELLS BUYOUT FUND III, LIMITED PARTNERSHIP

Custodian

Legal name

City

State

Country

Related person

SEC number

BMO HARRIS BANK

BMO HARRIS BANK, N.A.

Milwaukee

Wisconsin

United States

n/a