Form D · Venture Capital Fund

Summit Peak Ventures III, LP

Fort Worth, TX · CIK 0001954560

Offering snapshot reported Nov 21, 2024 · SEC filing

Reported sold
$108M
Offering amount: $175M
Investors reported
95
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 22, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$53.8M$108MNov 21, 2022Nov 21, 2023: $95,665,000.00Nov 21, 2023Nov 21, 2024: $107,510,000.00Nov 21, 2024

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$95,665,000 → $107,510,000
  • Reported investors81 → 95

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 21, 2024Amendment$107,510,000$11,845,000vs Nov 21, 202395SEC filing
Nov 21, 2023Amendment$95,665,000No comparison81SEC filing
Nov 21, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
3C.1, 3C.7, 06b, 3C
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-465481

Source: Form D, filed Nov 21, 2024. 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

SUMMIT PEAK VENTURES III, LP

Investment adviser: SUMMIT PEAK INVESTMENTS, LLC

Gross asset value
$120M
Beneficial owners
99
ADV minimum commitment
$1M

Reported in Form ADV on Jul 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ADURO ADVISORS SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRANK, RIMERMAN + CO, LLP PALO ALTO, California, United States
Custodian RAYMOND JAMES & ASSOCIATES, INC. NEW YORK, New York, United States Related to adviser: No
Custodian SUSSER BANK DALLAS, Texas, 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

FRANK, RIMERMAN + CO, LLP
PCAOB 1596

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Filing source

Form ADV 2099844 · Jul 10, 2026 · Schedule D 7.B.(1), fund 805-6828844808

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
Apurva Mehta Director, Executive
Patrick O'connor Director, Executive
N/A Summit Peak Ventures Gp Iii, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5761 Forest Highlands Drive
Fort Worth, TX, 76132