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

Conifer Partners III, LLC

Private Equity Fundadvised bySoutheast Asset Advisors, LLCindependent RIA805-6334809527IAPD
Gross asset value
$52.2M
as of May 21, 2026; not a fund size
Peak GAV
$52.2M
highest filing
Owners
39
beneficial owners reported
Minimum investment
$1.0M
as reported
Adviser and related own
15%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
22 filings
Dec 19, 2018 to May 21, 2026
Reporting history
one row per Form ADV filing
Gross asset value$37.2M as of Oct 30, 2024
Dec 19, 2018$32.1M then
Owners39 as of Oct 30, 2024
Dec 19, 201835 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 7% of the adviser's clients investedreported
Form D file number
021-323324reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Charles Schwab & Co., Inc.
    Orlando, Florida
  • National Financial Services LLC
    Boston, Massachusetts
Across DFX
shared identifiers only
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
15%reportedadviser and related persons