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Balmoral Special Situations Fund III L.P.

Private Equity FundFund ID 805-3601358254Delaware, United States
Gross assets
$129M
Min. investment
$500K
Beneficial owners
63
Size rank
Top 39%
Audited
Yes
Structure
Standalone

About this fund

Balmoral Special Situations Fund III L.P. is a private equity fund managed by Balmoral Management II L.P.. The fund reports $129 million in gross assets, placing it among the top 39% of private funds by size. The stated minimum investment is $500,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-3601358254
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Balmoral Special Situations Fund IV L.P.Private Equity$559.5M
Balmoral Pallet Partners II L.P.Private Equity$285.9M
Balmoral Chemicals Partners, LPPrivate Equity
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Frequently asked questions

How large is Balmoral Special Situations Fund III L.P.?

Balmoral Special Situations Fund III L.P. reports $129 million in gross assets, among the top 39% of private funds by size.

What is the minimum investment for Balmoral Special Situations Fund III L.P.?

The stated minimum investment is $500,000.

Who manages Balmoral Special Situations Fund III L.P.?

Balmoral Special Situations Fund III L.P. is managed by Balmoral Management II L.P.

Does Balmoral Special Situations Fund III L.P. disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Auditor

Reported gross assets

$129M▼ 71%
Mar '25 — $449.8MApr '25 — $449.8MMay '25 — $449.8MJun '25 — $449.8MJul '25 — $449.8MAug '25 — $449.8MSep '25 — $449.8MOct '25 — $449.8MNov '25 — $449.8MDec '25 — $449.8MJan '26 — $449.8MFeb '26 — $449.8MMar '26 — $129MApr '26 — $129MMay '26 — $129MJun '26 — $129M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 39%
Larger than 61% of 67,041 private funds
Gross assets vs Private Equity FundsTop 35%
Larger than 65% of 31,066 private equity funds
Minimum investmentTop 50%
Higher than 50% of funds reporting a minimum

Investor base

Adviser & related persons26%
Funds of funds2%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.