0001585247-15-000001.txt : 20150130 0001585247-15-000001.hdr.sgml : 20150130 20150130161949 ACCESSION NUMBER: 0001585247-15-000001 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(1) FILED AS OF DATE: 20150130 DATE AS OF CHANGE: 20150130 EFFECTIVENESS DATE: 20150130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Caltius Equity Partners Executive III, LP CENTRAL INDEX KEY: 0001585509 IRS NUMBER: 300795391 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-203306 FILM NUMBER: 15563315 BUSINESS ADDRESS: STREET 1: 11766 WILSHIRE BOULEVARD, SUITE 850 CITY: LOS ANGELES STATE: CA ZIP: 90025 BUSINESS PHONE: (310) 996-9566 MAIL ADDRESS: STREET 1: 11766 WILSHIRE BOULEVARD, SUITE 850 CITY: LOS ANGELES STATE: CA ZIP: 90025 D/A 1 primary_doc.xml X0707 D/A LIVE 0001585509 Caltius Equity Partners Executive III, LP 11766 WILSHIRE BOULEVARD, SUITE 850 c/o Caltius Capital Management LOS ANGELES CA CALIFORNIA 90025 (310) 996-9566 DELAWARE None None Limited Partnership true 2013 James B. Upchurch 11766 Wilshire Boulevard, Suite 850 Los Angeles CA CALIFORNIA 90025 Executive Officer Executive officer of the general partner of the general partner of the Issuer Michael J. Morgan 11766 Wilshire Boulevard, Suite 850 Los Angeles CA CALIFORNIA 90025 Executive Officer Garrick Ahn 11766 Wilshire Boulevard, Suite 850 Los Angeles CA CALIFORNIA 90025 Executive Officer Jeffrey Holdsberg 11766 Wilshire Boulevard, Suite 850 Los Angeles CA CALIFORNIA 90025 Executive Officer Pooled Investment Fund Private Equity Fund false Decline to Disclose 06b 3C 3C.1 true 0001585247-14-000002 2013-11-19 false true true false 0 M2O Private Fund Advisors LLC 158741 None None 12 Water Street, Suite 200 White Plains NY NEW YORK 10601 CA CALIFORNIA CT CONNECTICUT FL FLORIDA IL ILLINOIS MA MASSACHUSETTS NY NEW YORK OH OHIO false 207500000 67841667 139658333 Total offering amount and total amount sold includes amounts in respect of affiliated investment fund and excludes GP commitments. The GP of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests. false 39 100000 true 0 Agent paid retainer over time and earns fees based on a schedule relating to commitments. All such fees are offset against the management fees payable by Issuer or are paid by the Issuer's GP. 0 true The general partner is entitled to a management fee. The management fee is fully discussed in the Issuer's confidential offering materials. false Caltius Equity Partners Executive III, LP James B. Upchurch James B. Upchurch Managing Member, Caltius Equity Partners Management III, LLC 2015-01-30