Sip III Advisor LLC

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Assets, Funds, Holdings

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Sip III Advisor LLC
CRD #325193
SEC #802-127668
CIK #
AUM
Employees
Phone336-245-4747
Address7900 Triad Center Drive,
Greensboro, NC 27409
Source [IAPD] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold AUM
Other Salem Investment Partners VI Limited Partnership [2025-03-18] 64.5 M 139.5 M
Filed 2025-01-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Salem Investment Partners III Limited Partnership [2023-03-16] 39.0 M 18.8 M
Offered $39,032,000 · Filed 2013-02-26 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $50,000 · Duration More than one year · Finder's Fee $45,000 · Net Assets Decline to Disclose
Other Salem Investment Partners IV Limited Partnership [2023-03-16] 56.1 M 68.2 M
Offered $56,085,000 · Filed 2015-06-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $40,000 · Duration One year or less · Finder's Fee $162,000 · Net Assets Decline to Disclose
Other Salem Investment Partners V Limited Partnership [2023-03-16] 52.0 M 198.4 M
Filed 2021-03-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($)
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 0 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors Role # Filings # Firms 2011 - 2026
Phillip Martin Executive Officer 10 3
William Boyd Executive Officer 10 2
David Morton Executive Officer 8 2
Kevin Jessup Executive Officer 5 2
David Faris Executive Officer 4 1
Sip V Management LLC Executive Officer 1 1
Sip IV Management LLC Executive Officer 1 1
Sip VI Management LLC Executive Officer 1 1
Todd Freeland Executive Officer 1 1
Firm Profile (Form ADV)
Fund TypesPrivate Equity
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