Lingerfelt Commonwealth Value Fund III, L.P.
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$31M
Investors
56
Min Invest
$100,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Lingerfelt Commonwealth Value Fund III, L.P. is a Delaware limited partnership that first filed a Form D on August 15, 2022 and most recently amended it on September 26, 2023, describing itself as a other investment fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(1), 3C.5, Section 3(c)(7) and covers pooled investment fund interests. Lingerfelt Commonwealth Value Fund III, L.P. reported $30,776,000 sold from 56 investors of a $250,000,000 total offering as of the Form D filed September 26, 2023. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000. The Form D names Cary Street Partners LLC (CRD 128089), associated with None; Davenport & Company LLC (CRD 1588), associated with None; BA Securities, LLC (CRD 153489), associated with None as recipients of sales compensation soliciting in AL, FL, MD, OH, SC, TN, VA. The issuer's address of record is 4198 Cox Road, Suite 201, Glen Allen, VA 23060.
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Reporting lapsed · Form D · last filing September 26, 2023
Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
dark
Fund family Part of the Lingerfelt Commonwealth Value Fund family: 2 vehicles across 2 generations · adviser of record Lingerfelt Capital Partners, LLC · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Adviser of Record (Form ADV)
CRD 166899 · exempt reporting adviser · lists this fund on Schedule D 7.B.(1) as a real estate fund
Auditor named on Form ADV: Keiter · PCAOB-registered per the adviser
From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Item 3 changed on the Form D filed 2023-09-26: 2 related persons added and 2 removed against the filing of 2022-12-27; 10 now listed. The names are in the Terminal feed.
Lingerfelt Commonwealth Value Fund III GP, LLC
Executive Officer · Richmond, VA
"General Partner of the Issuer (the ""GP"")"
Lingerfelt Capital Partners, LLC
Executive Officer · Richmond, VA
"Manager of the Issuer (the ""Manager"")"
Alan T. Lingerfelt
Executive Officer · Richmond, VA
Chairman and Chief Executive Officer of the GP and the Manager
J. Ryan Lingerfelt
Executive Officer · Richmond, VA
President and Chief Investment Officer of the GP and the Manager
Brian F. Witthoefft
Executive Officer · Richmond, VA
Senior Vice President of the GP and Managing Director of the Manager
John E. Mason
Executive Officer · Richmond, VA
Senior Vice President of the GP and Manager
Lynn K. Medley
Executive Officer · Richmond, VA
Senior Vice President of Accounting and Finance of the GP and Manager
Henry K. Loughran
Executive Officer · Richmond, VA
Managing Director, Head of Capital Markets and Investor Relations of the Manager
Rob K. Valentine
Executive Officer · Richmond, VA
Vice President - Investments of the GP and Manager
Chris K. Edmunds
Executive Officer · Richmond, VA
Vice President and Controller of the GP and Manager
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Cary Street Partners LLCCRD 128089 on BrokerCheck
Associated broker-dealer: None · Richmond, VA · Soliciting in AL, FL, MD, OH, SC, TN, VA
Davenport & Company LLCCRD 1588 on BrokerCheck
Associated broker-dealer: None · Richmond, VA · Soliciting in FL, LA, VA
BA Securities, LLCCRD 153489 on BrokerCheck
Associated broker-dealer: None · W. CONSHOHOCKEN, PA · Soliciting in FL, IL, MA, MD, NC, NJ, NY, PA, SC, TN, VA
Questions About Lingerfelt Commonwealth Value Fund III, L.P.
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Lingerfelt Commonwealth Value Fund III, L.P.?
Lingerfelt Commonwealth Value Fund III, L.P. is a Delaware limited partnership that filed a Form D with the SEC on September 26, 2023 as a other investment fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1), 3C.5, Section 3(c)(7) for an offering of pooled investment fund interests.
Is Lingerfelt Commonwealth Value Fund III, L.P. legit?
AltStreet does not rate legitimacy; it reports the public record. Lingerfelt Commonwealth Value Fund III, L.P. filed a Form D with the SEC on September 26, 2023 claiming Rule 506(b), Section 3(c), Section 3(c)(1), 3C.5, Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $30,776,000 sold to 56 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Lingerfelt Commonwealth Value Fund III, L.P. registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Lingerfelt Commonwealth Value Fund III, L.P. claimed Rule 506(b), Section 3(c), Section 3(c)(1), 3C.5, Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Lingerfelt Commonwealth Value Fund III, L.P. raised?
Lingerfelt Commonwealth Value Fund III, L.P. reported $30,776,000 sold from 56 investors of a $250,000,000 total offering as of the Form D filed September 26, 2023.
Who can invest in Lingerfelt Commonwealth Value Fund III, L.P.?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000.
What is the minimum investment in Lingerfelt Commonwealth Value Fund III, L.P.?
The Form D lists $100,000 as the minimum investment accepted from any outside investor as of September 26, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Lingerfelt Commonwealth Value Fund III, L.P. and how are they paid?
The Form D names Cary Street Partners LLC (CRD 128089), associated with None; Davenport & Company LLC (CRD 1588), associated with None; BA Securities, LLC (CRD 153489), associated with None as recipients of sales compensation soliciting in AL, FL, MD, OH, SC, TN, VA.
Who is behind Lingerfelt Commonwealth Value Fund III, L.P.?
The Form D lists 10 related persons: Lingerfelt Commonwealth Value Fund III GP, LLC, executive officer ("General Partner of the Issuer (the ""GP"")"); Lingerfelt Capital Partners, LLC, executive officer ("Manager of the Issuer (the ""Manager"")"); Alan T. Lingerfelt, executive officer (Chairman and Chief Executive Officer of the GP and the Manager); J. Ryan Lingerfelt, executive officer (President and Chief Investment Officer of the GP and the Manager); Brian F. Witthoefft, executive officer (Senior Vice President of the GP and Managing Director of the Manager); John E. Mason, executive officer (Senior Vice President of the GP and Manager); Lynn K. Medley, executive officer (Senior Vice President of Accounting and Finance of the GP and Manager); Henry K. Loughran, executive officer (Managing Director, Head of Capital Markets and Investor Relations of the Manager), and 2 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Lingerfelt Commonwealth Value Fund III, L.P. located?
The issuer's address on its SEC filings is 4198 Cox Road, Suite 201, Glen Allen, VA 23060. Its phone number of record is (804) 270-0015. It is organized under the laws of Delaware.
How long is the Lingerfelt Commonwealth Value Fund III, L.P. offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 2 amendments are on record for this CIK.
How large is Lingerfelt Commonwealth Value Fund III, L.P.?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.