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| Palm Beach Capital Management III LLC
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| |
|---|---|
| CRD # | 159611 |
| SEC # | 801-73453 |
| CIK # | |
| AUM | $841.1 MM (2024-03-28) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 561-659-9022 |
| Address | 525 South Flagler Drive West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Palm Beach Capital Fund VI LP | 2024-03-28 | 231.6 | |
| PE | Palm Beach Capital Fund VI Parallel LP | 2024-03-28 | 50.0 | |
| PE | PBC Pape Dawson Co-Investors Feeder LP | 2024-03-28 | 26.1 | |
| PE | PBC VI Principals Fund LP | 2024-03-28 | 17.9 | |
| PE | PBC V Principals Fund LP | 2022-03-31 | 14.6 | |
| PE | Palm Beach Capital Fund V LP | 2021-03-25 | 173.3 | |
| PE | Blue Team Co-Investors LP | 2020-06-26 | 14.1 | |
| PE | Lyneer Co-Investors LP | 2020-06-26 | 0.5 | |
| PE | PBC Mears Co-Investors LP | 2020-06-26 | 1.2 | |
| PE | PBC Midas Co-Investors LP | 2020-06-26 | 0.1 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 14 | 841.1 |
| (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 | 14 | 841.1 |
| By Discretionary | ||
| Discretionary | 14 | 841.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 841.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 841.1 | |
| Total | 14 | 841.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Adam Klein | 4 | ||
| James Harpel | 18 | ||
| Scott Long | 18 | ||
| Shaun McGruder | 15 | ||
| Nathan Ward | 14 | ||
| Michael Schmickle | 12 | ||
| Effie Lachman | 4 | ||
| Effie Tzirtziropoulos | 4 | ||
| Michael Chalhub | 4 |
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|---|---|---|
|
Thayer Street Partners Management LLC
✚
|
NY | 0.9 |
|
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TX | 0.9 |
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TX | 0.9 |
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Peninsula Capital Partners LLC
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MI | 0.8 |
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Baird Capital Management Company LLC
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Gainline Capital Partners LP
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Bluescape Energy Partners LLC
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TX | 0.8 |
|
FLAT Rock Global LLC
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WY | 0.8 |
|
Vortus Investment Advisors LLC
✚
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TX | 0.8 |