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| Happy Holidays!! thanks for using AUM13F!! |
| Palm Beach Capital Management III LLC
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| CRD # | 159611 |
| SEC # | 801-73453 |
| CIK # | |
| AUM | $935.1 M (2025-03-28) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 561-659-9022 |
| Address | 525 South Flagler Drive West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Palm Beach Capital Fund VI LP | 2024-03-28 | 244.7 | |
| PE | Palm Beach Capital Fund VI Parallel LP | 2024-03-28 | 130.0 | |
| PE | PBC Pape Dawson Co-Investors Feeder LP | 2024-03-28 | 32.3 | |
| PE | PBC VI Principals Fund LP | 2024-03-28 | 18.7 | |
| PE | PBC V Principals Fund LP | 2022-03-31 | 14.8 | |
| PE | Palm Beach Capital Fund V LP | 2021-03-25 | 163.8 | |
| PE | Blue Team Co-Investors LP | 2020-06-26 | 13.4 | |
| PE | Lyneer Co-Investors LP | 2020-06-26 | 0.0 | |
| PE | PBC Mears Co-Investors LP | 2020-06-26 | 0.9 | |
| PE | PBC Midas Co-Investors LP | 2020-06-26 | 0.1 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 935.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 935.1 |
| By Discretionary | ||
| Discretionary | 15 | 935.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 935.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 935.1 | |
| Total | 15 | 935.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Adam Klein | 4 | ||
| James Harpel | 18 | ||
| Scott Long | 18 | ||
| Shaun McGruder | 15 | ||
| Nathan Ward | 14 | ||
| Michael Schmickle | 12 | ||
| Effie Lachman | 4 | ||
| Michael Chalhub | 4 | ||
| Effie Tzirtziropoulos | 4 |
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