Form D · Private Equity Fund

Lavelle Opportunity Fund III LP

Los Altos, CA · CIK 0001818728

Offering snapshot reported Dec 4, 2020 · SEC filing

Reported sold
$3.19M
Indefinite offering
Investors reported
18
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Nov 23, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 18

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 4, 2020Amendment$3,191,500No comparison18SEC filing
Jul 21, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-371424
Limited Partner Interests

Source: Form D, filed Dec 4, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

LAVELLE OPPORTUNITY FUND III LP

Investment adviser: LAVELLE CAPITAL LP

Gross asset value
$3.12M
Beneficial owners
19
ADV minimum commitment
$50K

Reported in Form ADV on Sep 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRAY, GRAY & GRAY, LLP CANTON, Massachusetts, United States
Custodian FIRST CENTURY BANK, NATIONAL ASSOCIATION ATLANTA, Georgia, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

GRAY, GRAY & GRAY, LLP
PCAOB 889

FIRST CENTURY BANK, NATIONAL ASSOCIATION
LEI 254900AYRQQJSM9XVF93

Filing source

Form ADV 2133162 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-3776753767

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Subrah Iyar Executive
Venkatram R. Kuditipudi Executive
N/A Lavelle Opportunity Managers Iii Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
740 Woodstock Lane
Los Altos, CA, 94022