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| Palm Beach Capital Management III LLC
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| CRD # | 159611 |
| SEC # | 801-73453 |
| CIK # | |
| AUM | 998.8 M (2026-03-27) |
| 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 ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | PBC Pape Dawson Co-Investors LP | 2026-03-27 | 148.7 M | |
| PE | Palm Beach Capital Fund VI LP | 2024-03-28 | 305.1 M | |
| PE | Palm Beach Capital Fund VI Parallel LP | 2024-03-28 | 100.7 M | |
| PE | PBC Pape Dawson Co-Investors Feeder LP | 2024-03-28 | 42.3 M | |
| PE | PBC VI Principals Fund LP | 2024-03-28 | 20.4 M | |
| PE | PBC V Principals Fund LP | 2022-03-31 | 14.0 M | |
| PE | Palm Beach Capital Fund V LP | 2021-03-25 | 163.7 M | |
| PE | Blue Team Co-Investors LP | 2020-06-26 | 18.3 M | |
| PE | Lyneer Co-Investors LP | 2020-06-26 | 0.0 M | |
| PE | PBC Mears Co-Investors LP | 2020-06-26 | 1.2 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 14 | 998.8 |
| (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 | 998.8 |
| By Discretionary | ||
| Discretionary | 14 | 998.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 998.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 998.8 | |
| Total | 14 | 998.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Adam Klein | Executive Officer | 4 | 3 | |
| Scott Long | Executive Officer | 22 | 2 | |
| James Harpel | Director | 18 | 2 | |
| Shaun McGruder | Executive Officer | 16 | 2 | |
| Nathan Ward | Executive Officer | 15 | 2 | |
| Michael Schmickle | Executive Officer | 13 | 2 | |
| Effie Lachman | Executive Officer | 4 | 2 | |
| Michael Chalhub | Director | 4 | 2 | |
| Effie Tzirtziropoulos | Executive Officer | 4 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
| Fund Types | Private Equity |
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