Form D · Other Investment Fund

Salem Investment Partners III, Limited Partnership

Winston Salem, NC · CIK 0001551374

Offering snapshot reported Feb 26, 2013 · SEC filing

Reported sold
$39M
Offering amount: $39M
Investors reported
102
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Oct 31, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$19.5M$39MJun 25, 2012: $21,277,000.00Jun 25, 2012Feb 26, 2013: $39,032,000.00Feb 26, 2013

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$21,277,000 → $39,032,000
  • Reported investors66 → 102

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 26, 2013Amendment$39,032,000$17,755,000vs Jun 25, 2012102SEC filing
Jun 25, 2012Initial$21,277,000No comparison66SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$45K
Form D file number
021-180215

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Carolina Financial Securities, LLC41970
Mercury Securities, LLC40368

Source: Form D, filed Feb 26, 2013. 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

SALEM INVESTMENT PARTNERS III, LIMITED PARTNERSHIP

Investment adviser: SIP III ADVISOR, LLC

Gross asset value
$18.8M
Beneficial owners
99
ADV minimum commitment
$0

Reported in Form ADV on Mar 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian FIRST NATIONAL BANK OF PENNSYLVANIA PITTSBURGH, Pennsylvania, United States Related to adviser: No
Custodian TRIAD BUSINESS BANK GREENSBORO, North Carolina, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 2066292 · Mar 11, 2026 · Schedule D 7.B.(1), fund 805-6622221641

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
William Boyd Executive
David Faris Executive
Todd Freeland Executive
Kevin Jessup Executive
Phillip Martin Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1348 Westgate Center Drive, Suite 100
Winston Salem, NC, 27103