DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Private fund
Welch & Forbes Private Equity III, LLC - Series C
Gross asset value
$4,420
as of May 19, 2026; not a fund size
Peak GAV
$46,078
highest filing
Owners
10
beneficial owners reported
Minimum investment
$10,000
as reported
Adviser and related own
10%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
14 filings
Mar 31, 2017 to May 19, 2026
Reporting history
one row per Form ADV filing
Gross asset value$4,420 as of Mar 18, 2024
Mar 31, 2017$46,078 then
Owners10 as of Mar 18, 2024
Mar 31, 201710 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- standalonereported
- Fund of funds
- noreported
- Organized in
- Delaware, United Statesreported
- Clients solicited
- yes, 1% of the adviser's clients investedreported
- Form D file number
- 021-286350reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Reliance Trust CompanyAtlanta, Georgia
Across DFX
shared identifiers only
- Welch & Forbes Private Equity III, LLC - Series C · peshared adv fund id
Provenance
- Source
- Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
- Status
- on the adviser's latest filing in the extractderived
- Share
- 10%reportedadviser and related persons