EFDID: 493307EFD: View Filing

Issuer: IVP MHC Fund III, LLC (0001964706) - D/A

Accession: 0001964706-24-000002 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
  • Entity Name:
    IVP MHC Fund III, LLC
  • Entity Type:
    Limited Liability Company
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2022)
  • Address:
    C/O INVESTOR SERVICES
    2901 BUTTERFIELD ROAD

    OAK BROOK, IL 60523
  • Persons:
    Related Persons 10
    [none] MH Ventures III Business Manager, LLC
    Director 
    Manager
    Keith D. Lampi
    Executive Officer, Director 
    Manager and Chief Executive Officer of the Manager
    Roderick S. Curtis
    Executive Officer, Director 
    Manager and President of the Manager
    Ravi Bansal
    Executive Officer, Director 
    Manager and Chief Investment Officer of the Manager
    Jerry Kyriazis
    Executive Officer 
    Chief Financial Officer and Treasurer of the Manager
    Guadalupe Griffin
    Executive Officer 
    Senior Vice President - Asset Management of the Manager
    Cathleen M. Hrtanek
    Executive Officer 
    Senior Vice President - Legal and Secretary of the Manager
    Sandra L. Perion
    Executive Officer 
    Senior Vice President - Operations of the Manager
    Matthew Conway
    Executive Officer 
    Vice President - Investments of the Manager
    [none] Inland Ventures Partners, LLC
    Promoter 
    Sponsor
EDGAR: Offering Information
  • Accession Date:
    05/24/2024
  • First Sale Date:
    11/06/2023
  • Offering Amount:
    $180,000,000
  • Amount Sold:
    $8,145,000
  • Amount Remaining:
    $171,855,000
  • Exemptions:
    Rule 506
  • Security Type(s):
    Equity, Pooled Investment Fund
EFD: Current State Notices

Notices found in EFD

Filed:AL, CA, CO, HI, ID, IN, KY, MD, ME, MN, MO, NC, NJ, NY, OH, OR, SD, TX, UT, VA, WI
Inactive:AR, GA, IL, MT, NV, WA
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
Inland Securities Corporation 15807 None None All States
Cabot Lodge Securities LLC 159712 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Cambridge Investment Research, Inc. 39543 None None All States
Avantax Investment Services, Inc. 13686 None None All States
Concorde Investment Services, LLC 151604 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Lincoln Financial Advisors Corporation 3978 None None All States
Berthel, Fisher & Company Financial Services, Inc. 13609 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Arete Wealth Management, LLC 44856 None None All States
Great Point Capital LLC 114203 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Crown Capital Securities, L.P. 6312 None None AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
Cetera Advisors LLC 10299 None None All States
The Strategic Financial Alliance, Inc. 126514 None None All States
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
IVP MHC Fund III, LLC/s/ Cathleen M. HrtanekCathleen M. HrtanekSenior Vice President - Legal and Secretary of the Manager2024-05-24
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Apr. 29, 2025 493307: 0001964706-25-000002 IVP MHC Fund III, LLC
Offer Amount: $180,000,000
Amount Sold: $21,717,827
Remaining: $158,282,173
D/A Dec. 20, 2024 493307: 0001964706-24-000004 IVP MHC Fund III, LLC
Offer Amount: $180,000,000
Amount Sold: $14,968,500
Remaining: $165,031,500
D/A Aug. 23, 2024 493307: 0001964706-24-000003 IVP MHC Fund III, LLC
Offer Amount: $180,000,000
Amount Sold: $10,634,900
Remaining: $169,365,100
D/A May. 24, 2024 493307: 0001964706-24-000002 IVP MHC Fund III, LLC
Offer Amount: $180,000,000
Amount Sold: $8,145,000
Remaining: $171,855,000
D/A Mar. 22, 2024 493307: 0001964706-24-000001 IVP MHC Fund III, LLC
Offer Amount: $180,000,000
Amount Sold: $5,955,000
Remaining: $174,045,000
D Aug. 15, 2023 493307: 0001964706-23-000004 IVP MHC Fund III, LLC
Offer Amount: $180,000,000
Remaining: $180,000,000