PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Carl Marks Strategic Opportunities Fund III, L.P.

Hedge FundFund ID 805-8287929642Delaware, United States
Gross assets
$30M
Min. investment
$5M
Beneficial owners
29
Size rank
Top 64%
Audited
Yes
Structure
Standalone

About this fund

Carl Marks Strategic Opportunities Fund III, L.P. is a hedge fund managed by Carl Marks Management Company, LLC. The fund reports $30 million in gross assets, placing it among the top 64% of private funds by size. The stated minimum investment is $5 million. 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 ID805-8287929642
Fund typeHedge Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Frequently asked questions

How large is Carl Marks Strategic Opportunities Fund III, L.P.?

Carl Marks Strategic Opportunities Fund III, L.P. reports $30 million in gross assets, among the top 64% of private funds by size.

What is the minimum investment for Carl Marks Strategic Opportunities Fund III, L.P.?

The stated minimum investment is $5 million.

Who manages Carl Marks Strategic Opportunities Fund III, L.P.?

Carl Marks Strategic Opportunities Fund III, L.P. is managed by Carl Marks Management Company, LLC.

Does Carl Marks Strategic Opportunities Fund III, L.P. disclose returns?

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

Service providers

Prime broker
None reported
Administrator

Reported gross assets

$30M▼ 56%
Mar '25 — $68.6MApr '25 — $68.6MMay '25 — $68.6MJun '25 — $68.6MJul '25 — $68.6MAug '25 — $68.6MSep '25 — $68.6MOct '25 — $68.6MNov '25 — $68.6MDec '25 — $68.6MJan '26 — $68.6MFeb '26 — $68.6MMar '26 — $30MApr '26 — $30MMay '26 — $30MJun '26 — $30M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 64%
Larger than 36% of 67,041 private funds
Gross assets vs Hedge FundsTop 76%
Larger than 24% of 12,442 hedge funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum

Investor base

Adviser & related persons27%
Funds of funds1%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.