DFX Intelligence
Healthedge Investment Fund III, L.P.
As of · the latest observation of this vehicle; each figure below carries its own filing date
HarvestFundraising status unknownother manager vehicleADV: Private Equity FundOutside venture scope
A private equity fund outside venture scope, shown because its manager is on the venture graph.
As of · the latest observation of this vehicle; each figure below carries its own filing date
Nothing material in the last 365 days. Last change: 10 Jul 2017, Latest Form D filed on 10 Jul 2017: $39.2M sold of $175M offered, 85 investors. A Form D amount is what was sold at the filing, never a final close.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2016basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- $175Mwhat may be sold, not what was raised; file 021-266227, sworn by the adviser or filed under this vehicle
- Form D sold
- $39.2Mas of the filing of Jul 10, 2017, 85 investors
- First sale
- Jun 17, 2016
- Reported GAV
- $27.1Mon the Form ADV filed Mar 31, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 86
- Reported on ADV
- Mar 31, 2017 to Mar 31, 2026
Fundraising evidenceWhat counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.
Unknown
latest Form D 2017-07-10, older than 15 months (fr-1)
evidence dated Jul 10, 2017.
LifecycleHarvest
vintage over 7 years, still reported
age years: 10first sale: Jun 17, 2016vintage year: 2016adv gav as of: Mar 31, 2026vintage basis: Form d first saleform d sold: $39.2Mform d offering: $175Mform d latest filed at: Jul 10, 2017
The fund's own reporting through time
14 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 31, 2017 | Private Equity Fund | $35.2M | 65 | $500,000 | 0% | yes | |
| Jun 6, 2017 | Private Equity Fund | $37.0M | 73 | $500,000 | 0% | yes | |
| Jun 15, 2017 | Private Equity Fund | $37.0M | 73 | $500,000 | 0% | yes | |
| Mar 28, 2018 | Private Equity Fund | $41.3M | 73 | $500,000 | 0% | yes | |
| May 8, 2018 | Private Equity Fund | $41.3M | 73 | $500,000 | 0% | yes | |
| Mar 29, 2019 | Private Equity Fund | $36.8M | 73 | $500,000 | 0% | yes | |
| Mar 30, 2020 | Private Equity Fund | $127M | 73 | $500,000 | 0% | yes | |
| Mar 31, 2021 | Private Equity Fund | $48.6M | 86 | $500,000 | 13% | yes | |
| Nov 2, 2021 | Private Equity Fund | $48.6M | 86 | $500,000 | 13% | yes | |
| Mar 31, 2022 | Private Equity Fund | $40.2M | 86 | $500,000 | 13% | yes | |
| Mar 31, 2023 | Private Equity Fund | $28.7M | 86 | $500,000 | 13% | yes | |
| Jul 13, 2023 | Private Equity Fund | $28.7M | 86 | $500,000 | 13% | yes | |
| Mar 27, 2024 | Private Equity Fund | $29.3M | 86 | $500,000 | 13% | yes | |
| Mar 31, 2026 | Private Equity Fund | $27.1M | 86 | $500,000 | 13% |
Principals and agents
3 principals on Form D, 0 placement agents
- Phillip S Dingle Director
- Brian W. Anderson Director
- Jeffery S. Thompson Director
Service providers
3 named on Form ADV Schedule D and Form D
- AuditorRSM · CHICAGO, Illinois, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
- AdministratorELEMENT 78 PARTNERS, LLC · OAKBROOK, Illinois, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
- MarketerSYNERGY CAPITAL I, LLC · NEW YORK, New York, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performanceWhose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocatorsWhat these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.
0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
5 events
- Mar 31, 2025Administrator changed: ELEMENT 78 PARTNERS, LLC replaced ULTIMUS LEVERPOINT, first reported on the Form ADV filed March 31, 2025 (previous filing March 27, 2024)Administrator changed Fact Form ADV
- Mar 31, 2022Administrator changed: ULTIMUS LEVERPOINT replaced LEVERPOINT, first reported on the Form ADV filed March 31, 2022 (previous filing November 2, 2021)Administrator changed Fact Form ADV
- Jul 10, 2017HealthEdge Investment Fund III, L.P. filed Form D/A: $39,200,000 sold of $175,000,000, Private Equity FundForm D filed Fact Form D
- Mar 31, 2017Healthedge Investment Fund III, L.P. first reported on Form ADV by Healthedge Investment Partners (Private Equity Fund), GAV $35,231,743Fund first reported on Form ADV Fact Form ADV
- Jul 1, 2016HealthEdge Investment Fund III, L.P. filed Form D: $29,800,000 sold of $175,000,000, Private Equity FundForm D filed Fact Form D
Evidence
32 observations
Every observation on this vehicle
- Entity type: Limited Partnership Jul 10, 2017 Fact Form D
- Entity type: Limited Partnership Jul 1, 2016 Fact Form D
- Form D fund type: Private Equity Fund Jul 10, 2017 Fact Form D
- Form D fund type: Private Equity Fund Jul 1, 2016 Fact Form D
- Form D industry group: Pooled Investment Fund Jul 10, 2017 Fact Form D
- Form D industry group: Pooled Investment Fund Jul 1, 2016 Fact Form D
- Amendment: true Jul 10, 2017 Fact Form D
- Amendment: false Jul 1, 2016 Fact Form D
- Revenue range (Form D): Decline to Disclose Jul 10, 2017 Fact Form D
- Revenue range (Form D): Decline to Disclose Jul 1, 2016 Fact Form D
- Incorporated: withinFiveYears Jul 10, 2017 Fact Form D
- Incorporated: withinFiveYears Jul 1, 2016 Fact Form D
- Jurisdiction: Delaware Jul 10, 2017 Fact Form D
- Jurisdiction: Delaware Jul 1, 2016 Fact Form D
- Amount sold (Form D): $39.2M Jul 10, 2017 Fact Form D
- Amount sold (Form D): $29.8M Jul 1, 2016 Fact Form D
- Offering amount (Form D): $175M Jul 10, 2017 Fact Form D
- Offering amount (Form D): $175M Jul 1, 2016 Fact Form D
- Exemptions: 06b, 3C, 3C.1 Jul 10, 2017 Fact Form D
- Exemptions: 06b Jul 1, 2016 Fact Form D
- First sale: 2016-06-17 Jul 10, 2017 Fact Form D
- First sale: 2016-06-17 Jul 1, 2016 Fact Form D
- Investors (Form D): 85 Jul 10, 2017 Fact Form D
- Investors (Form D): 48 Jul 1, 2016 Fact Form D
- Minimum investment (Form D): 25,000 Jul 10, 2017 Fact Form D
- Minimum investment (Form D): 100,000 Jul 1, 2016 Fact Form D
- Securities offered: pooled Jul 10, 2017 Fact Form D
- Securities offered: equity Jul 1, 2016 Fact Form D
- Office address: Jul 10, 2017 Fact Form D
- Office address: Jul 1, 2016 Fact Form D
- Year of incorporation: 2016 Jul 10, 2017 Fact Form D
- Year of incorporation: 2016 Jul 1, 2016 Fact Form D
Relationships across DFX
on 2 other DFX graphs
Across the graphs
Healthedge Investment Fund III, L.P. is the same institution as 2 records in Private Equity and RIA and Wealth.
Private Equity1RIA and Wealth1
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Record history
3 dated events on the change ledger, latest event first
- Form D filed2017-07-10source on record
- Fund first reported on ADV2017-03-31source on record
- Form D filed2016-07-01source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.