Form D · Private Equity Fund

Proterra Credit Fund 3 LP

Minneapolis, MN · CIK 0002049905

Offering snapshot reported Jan 2, 2025 · SEC filing

Reported sold: $275M
Investors reported: 6
Minimum accepted: $0
First sale: Dec 20, 2024

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 2, 2025	Initial	$275,000,000	No comparison	6	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-534023

Source: Form D, filed Jan 2, 2025. 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

PROTERRA CREDIT FUND 3 LP

Investment adviser: PROTERRA INVESTMENT PARTNERS LP

Gross asset value: $273M
Beneficial owners: 12
ADV minimum commitment: $20M

Reported in Form ADV on May 15, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CLIFTONLARSONALLEN WEALTH ADVISORS, LLC MINNEAPOLIS, Minnesota, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP MINNEAPOLIS, Minnesota, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK RALEIGH, North Carolina, United States Related to adviser: No

Marketer BA SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 42

BA SECURITIES, LLC
CRD 153489 · SEC 8-68545

Filing source

Form ADV 2103807 · May 15, 2026 · Schedule D 7.B.(1), fund 805-9006908857

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
Name	Reported role
Richard Gamill	Director
Thomas Howell	Director
Jonathan Logan	Director
N/A Proterra Credit Fund 3 Gp Llc	Executive
N/A Proterra Credit Fund 3 Gp Lp	Executive
N/A Proterra Investment Partners Lp	Executive
Matthew Swanson	Director
Matthew Waller	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

33 South Sixth Street Suite 4100
Minneapolis, MN, 55402