0001964706-24-000004.txt : 20241220 0001964706-24-000004.hdr.sgml : 20241220 20241220171351 ACCESSION NUMBER: 0001964706-24-000004 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20241220 DATE AS OF CHANGE: 20241220 EFFECTIVENESS DATE: 20241220 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IVP MHC Fund III, LLC CENTRAL INDEX KEY: 0001964706 ORGANIZATION NAME: IRS NUMBER: 920495435 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-489805 FILM NUMBER: 241568911 BUSINESS ADDRESS: STREET 1: C/O INVESTOR SERVICES STREET 2: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 BUSINESS PHONE: 800.826.8228 MAIL ADDRESS: STREET 1: C/O INVESTOR SERVICES STREET 2: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 FORMER COMPANY: FORMER CONFORMED NAME: MH Ventures Fund III, LLC DATE OF NAME CHANGE: 20230203 D/A 1 primary_doc.xml X0708 D/A LIVE 0001964706 IVP MHC Fund III, LLC C/O INVESTOR SERVICES 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 800.826.8228 DELAWARE MH Ventures Fund III, LLC Limited Liability Company true 2022 [none] MH Ventures III Business Manager, LLC 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Director Manager Keith D. Lampi 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Director Manager, Chief Executive Officer and President of the Manager Catherine L. Lynch 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Director Manager of the Manager Rahul Sehgal 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Director Manager of the Manager Jerry Kyriazis 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Chief Financial Officer and Treasurer of the Manager Guadalupe Griffin 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Senior Vice President - Asset Management of the Manager Kristin Orlando 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Senior Vice President - Legal and Secretary of the Manager Sandra L. Perion 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Senior Vice President - Operations of the Manager Matthew Conway 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Vice President - Investments of the Manager [none] Inland Ventures Partners, LLC 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Sponsor REITS and Finance Decline to Disclose 06b true 0001964706-24-000003 2023-11-06 true true true false 0 Inland Securities Corporation 15807 None None 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 All States false Cabot Lodge Securities LLC 159712 None None 425 N Martingale Road Suite 1220 Schaumburg IL ILLINOIS 60173 DE DELAWARE HI HAWAII TX TEXAS MA MASSACHUSETTS MD MARYLAND IA IOWA ME MAINE ID IDAHO MI MICHIGAN UT UTAH MN MINNESOTA MO MISSOURI IL ILLINOIS IN INDIANA MS MISSISSIPPI MT MONTANA AK ALASKA AL ALABAMA VA VIRGINIA AR ARKANSAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA RI RHODE ISLAND AZ ARIZONA NH NEW HAMPSHIRE NJ NEW JERSEY VT VERMONT NM NEW MEXICO FL FLORIDA NV NEVADA WA WASHINGTON NY NEW YORK SC SOUTH CAROLINA SD SOUTH DAKOTA WI WISCONSIN OH OHIO GA GEORGIA OK OKLAHOMA CA CALIFORNIA WV WEST VIRGINIA WY WYOMING OR OREGON KS KANSAS CO COLORADO KY KENTUCKY CT CONNECTICUT PA PENNSYLVANIA LA LOUISIANA TN TENNESSEE DC DISTRICT OF COLUMBIA false Cambridge Investment Research, Inc. 39543 None None 1776 Pleasant Plain Road Fairfield IA IOWA 52556-8757 All States false Avantax Investment Services, Inc. 13686 None None 3200 Olympus Blvd Suite 100 Dallas TX TEXAS 75019 All States false Concorde Investment Services, LLC 151604 None None 19500 Victor Parkway Suite 550 Livonia MI MICHIGAN 48152 DE DELAWARE HI HAWAII TX TEXAS MA MASSACHUSETTS MD MARYLAND IA IOWA ME MAINE ID IDAHO MI MICHIGAN UT UTAH MN MINNESOTA MO MISSOURI IL ILLINOIS IN INDIANA MS MISSISSIPPI MT MONTANA AK ALASKA AL ALABAMA VA VIRGINIA AR ARKANSAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA RI RHODE ISLAND AZ ARIZONA NH NEW HAMPSHIRE NJ NEW JERSEY VT VERMONT NM NEW MEXICO FL FLORIDA NV NEVADA WA WASHINGTON NY NEW YORK SC SOUTH CAROLINA SD SOUTH DAKOTA WI WISCONSIN OH OHIO GA GEORGIA OK OKLAHOMA CA CALIFORNIA WV WEST VIRGINIA WY WYOMING OR OREGON KS KANSAS CO COLORADO KY KENTUCKY CT CONNECTICUT PA PENNSYLVANIA LA LOUISIANA TN TENNESSEE DC DISTRICT OF COLUMBIA false Lincoln Financial Advisors Corporation 3978 None None 1301 South Harrison Street Fort Wayne IN INDIANA 46802 All States false Berthel, Fisher & Company Financial Services, Inc. 13609 None None 4201 42nd Street NE Suite 100 Cedar Rapids IA IOWA 52402 DE DELAWARE HI HAWAII TX TEXAS MA MASSACHUSETTS MD MARYLAND IA IOWA ME MAINE ID IDAHO MI MICHIGAN UT UTAH MN MINNESOTA MO MISSOURI IL ILLINOIS IN INDIANA MS MISSISSIPPI MT MONTANA AK ALASKA AL ALABAMA VA VIRGINIA AR ARKANSAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA RI RHODE ISLAND AZ ARIZONA NH NEW HAMPSHIRE NJ NEW JERSEY VT VERMONT NM NEW MEXICO FL FLORIDA NV NEVADA WA WASHINGTON NY NEW YORK SC SOUTH CAROLINA SD SOUTH DAKOTA WI WISCONSIN OH OHIO GA GEORGIA OK OKLAHOMA CA CALIFORNIA WV WEST VIRGINIA WY WYOMING OR OREGON KS KANSAS CO COLORADO KY KENTUCKY CT CONNECTICUT PA PENNSYLVANIA LA LOUISIANA TN TENNESSEE DC DISTRICT OF COLUMBIA false Arete Wealth Management, LLC 44856 None None 1115 W Fulton Market 3rd Floor Chicago IL ILLINOIS 60607 All States false Great Point Capital LLC 114203 None None 200 West Jackson Blvd. Suite 1000 Chicago IL ILLINOIS 60606 DE DELAWARE HI HAWAII TX TEXAS MA MASSACHUSETTS MD MARYLAND IA IOWA ME MAINE ID IDAHO MI MICHIGAN UT UTAH MN MINNESOTA MO MISSOURI IL ILLINOIS IN INDIANA MS MISSISSIPPI MT MONTANA AK ALASKA AL ALABAMA VA VIRGINIA AR ARKANSAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA RI RHODE ISLAND AZ ARIZONA NH NEW HAMPSHIRE NJ NEW JERSEY VT VERMONT NM NEW MEXICO FL FLORIDA NV NEVADA WA WASHINGTON NY NEW YORK SC SOUTH CAROLINA SD SOUTH DAKOTA WI WISCONSIN OH OHIO GA GEORGIA OK OKLAHOMA CA CALIFORNIA WV WEST VIRGINIA WY WYOMING OR OREGON KS KANSAS CO COLORADO KY KENTUCKY CT CONNECTICUT PA PENNSYLVANIA LA LOUISIANA TN TENNESSEE DC DISTRICT OF COLUMBIA false Crown Capital Securities, L.P. 6312 None None 725 Town & Country Road Suite 530 Orange CA CALIFORNIA 92868 DE DELAWARE HI HAWAII TX TEXAS MA MASSACHUSETTS MD MARYLAND IA IOWA ME MAINE ID IDAHO MI MICHIGAN UT UTAH MN MINNESOTA MO MISSOURI IL ILLINOIS IN INDIANA MS MISSISSIPPI MT MONTANA AK ALASKA AL ALABAMA VA VIRGINIA AR ARKANSAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA RI RHODE ISLAND AZ ARIZONA NH NEW HAMPSHIRE NJ NEW JERSEY VT VERMONT NM NEW MEXICO FL FLORIDA NV NEVADA WA WASHINGTON NY NEW YORK SC SOUTH CAROLINA SD SOUTH DAKOTA WI WISCONSIN OH OHIO GA GEORGIA OK OKLAHOMA CA CALIFORNIA WV WEST VIRGINIA WY WYOMING OR OREGON KS KANSAS CO COLORADO KY KENTUCKY CT CONNECTICUT PA PENNSYLVANIA LA LOUISIANA TN TENNESSEE DC DISTRICT OF COLUMBIA false Cetera Advisors LLC 10299 None None 5299 DTC Blvd #800 Greenwood Village CO COLORADO 80111 All States false The Strategic Financial Alliance, Inc. 126514 None None 2200 Century Parkway Suite 500 Atlanta GA GEORGIA 30345 All States false Innovation Partners LLC 146344 None None 5950 Fairview Road Suite 140 Charlotte NC NORTH CAROLINA 28210 DE DELAWARE HI HAWAII TX TEXAS MA MASSACHUSETTS MD MARYLAND IA IOWA ME MAINE ID IDAHO MI MICHIGAN UT UTAH MN MINNESOTA MO MISSOURI IL ILLINOIS IN INDIANA MS MISSISSIPPI MT MONTANA AK ALASKA AL ALABAMA VA VIRGINIA AR ARKANSAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA RI RHODE ISLAND AZ ARIZONA NH NEW HAMPSHIRE NJ NEW JERSEY VT VERMONT NM NEW MEXICO FL FLORIDA NV NEVADA WA WASHINGTON NY NEW YORK SC SOUTH CAROLINA SD SOUTH DAKOTA WI WISCONSIN OH OHIO GA GEORGIA OK OKLAHOMA CA CALIFORNIA WV WEST VIRGINIA WY WYOMING OR OREGON KS KANSAS CO COLORADO KY KENTUCKY CT CONNECTICUT PA PENNSYLVANIA LA LOUISIANA TN TENNESSEE DC DISTRICT OF COLUMBIA false OSAIC FS, LLC 3870 None None 1301 South Harrison Street Fort Wayne IN INDIANA 46802 All States false Centaurus Financial, Inc. 30833 None None 2300 E. Katella Avenue Suite 200 Anaheim CA CALIFORNIA 92806 All States false Arkadios Capital 282710 None None 2827 Peachtree Rd NE Suite 510 Atlanta GA GEORGIA 30305 All States false Realta Equities, Inc. 23769 None None 1201 N. Orange Street Suite 729 Wilmington DE DELAWARE 19801 All States false Cetera Advisor Networks LLC 13572 None None 2301 Rosecrans Ave #5100 El Segundo CA CALIFORNIA 90245 All States false 180000000 14968500 165031500 false 122 634479 true 0 true Sales Commissions includes estimates of the amounts of selling commissions and placement agent fees that may be paid as disclosed in the offering documents. 3375000 true This is an estimate of acquisition fees (assuming no debt or other sources) and reimbursement for O&O expenses, each of which may indirectly be paid to one or more related persons. false IVP MHC Fund III, LLC /s/ Kristin Orlando Kristin Orlando Senior Vice President - Legal and Secretary of the Manager 2024-12-18