Fund family · SEC Form D record
Palm Beach Capital Fund funds
Palm Beach Capital Fund has 3 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2016 to 2024. The newest is Palm Beach Capital Fund VI, L.P., first filed Mar 10, 2023. The adviser of record on Form ADV Schedule D is Palm Beach Capital Management III, LLC.
- Vehicles
- 3
- Numbered generations
- 3
- First filing
- 2016
- Latest filing
- Mar 11, 2024
Adviser of record (Form ADV Schedule D) Palm Beach Capital Management III, LLC (CRD 159611)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund VI
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Palm Beach Capital Fund VI, L.P.CIK 1965506 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund V
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| PALM BEACH CAPITAL FUND V, L.P.CIK 1798078 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund IV
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Palm Beach Capital Fund IV, L.P.CIK 1660491 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Palm Beach Capital Fund funds
- How many Palm Beach Capital Fund funds are there?
- The SEC Form D record shows 3 vehicles in 3 numbered generations, the earliest filed Dec 7, 2016 and the latest filing on Mar 11, 2024. By generation: Fund VI (Palm Beach Capital Fund VI, L.P., first filed Mar 10, 2023); Fund V (PALM BEACH CAPITAL FUND V, L.P., first filed Jan 3, 2020); Fund IV (Palm Beach Capital Fund IV, L.P., first filed Dec 7, 2016).
- What is the latest Palm Beach Capital Fund fund?
- Palm Beach Capital Fund VI, L.P., which first filed a Form D on Mar 10, 2023 and last amended it on Mar 11, 2024. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Palm Beach Capital Fund funds?
- Palm Beach Capital Management III, LLC (RIA, CRD 159611), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Palm Beach Capital Fund funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.