Potentia Aegleon Co-investment III Trust
Raised
$12M
Investors
1
Min Invest
None stated
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AltStreet Analysis
·Generated from EDGAR primary sources
Potentia Aegleon Co-investment III Trust is an Australian-domiciled trust vehicle that filed a Form D for a pooled investment fund offering, reporting $11.7M raised from a single investor under the 506(b) and 3(c)(1) exemptions. Minimum investment and first sale date are not disclosed on the filing. No parent platform or sibling entities were identified in available records.
This filing sits within the alternative_investment category as a co-investment vehicle structured under the common 506(b)/3(c)(1) exemption pairing used by private funds to combine Reg D offering flexibility with Investment Company Act exclusion. The $11.7M raise funded by a single investor and the absence of a stated minimum are consistent with a closely-held institutional co-investment structure rather than a broadly marketed fund.
Data Flags
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
1
latest Oct 27, 2026
Critical / warning
0 / 0
0 watch · 1 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
raising
Latest event New filer · Oct 27, 2026
SEC.govInvestor
- 1 filing event with values and deltas, latest 2026-10-27, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Andrew Gray
Director · Sydney, NSW, C3
Barry Zuckerman
Director · Sydney, NSW, C3
Ekaterina Khvatova
Director · Sydney, NSW, C3
Questions About Potentia Aegleon Co-investment III Trust
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Potentia Aegleon Co-investment III Trust?
Potentia Aegleon Co-investment III Trust is a Australia entity organized in 2026 that filed a Form D with the SEC on October 27, 2026 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) for an offering of equity and pooled investment fund interests.
Is Potentia Aegleon Co-investment III Trust legit?
AltStreet does not rate legitimacy; it reports the public record. Potentia Aegleon Co-investment III Trust filed a Form D with the SEC on October 27, 2026 claiming Rule 506(b), Section 3(c), Section 3(c)(1), 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 $11,699,584 sold to 1 investor. 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 Potentia Aegleon Co-investment III Trust 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 Potentia Aegleon Co-investment III Trust claimed Rule 506(b), Section 3(c), Section 3(c)(1), 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 Potentia Aegleon Co-investment III Trust raised?
Potentia Aegleon Co-investment III Trust reported $11,699,584 sold from 1 investor in an offering of indefinite size as of the Form D filed October 27, 2026.
Who can invest in Potentia Aegleon Co-investment III Trust?
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 filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in Potentia Aegleon Co-investment III Trust?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling Potentia Aegleon Co-investment III Trust and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Potentia Aegleon Co-investment III Trust?
The Form D lists 3 related persons: Andrew James Nathaniel Gray, director (Director of the Trustee of the Issuer); Barry Grant Zuckerman, director (Director of the Trustee of the Issuer); Ekaterina Khvatova, director (Director of the Trustee of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Potentia Aegleon Co-investment III Trust located?
The issuer's address on its SEC filings is Suite 38.01, Gateway, 1 Macquarie Place, Sydney, Nsw, C3 2000. Its phone number of record is 6193666612. It is organized under the laws of Australia.
How long is the Potentia Aegleon Co-investment III Trust offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.
How large is Potentia Aegleon Co-investment III Trust?
The issuer declined to disclose its revenue 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.