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Monarch Federal Historic Preservation Fund III

Other Private FundFund ID 805-8228744942Georgia, United States
Gross assets
$38M
Min. investment
$100K
Beneficial owners
1
Size rank
Top 60%
Audited
Yes
Structure
Standalone

About this fund

Monarch Federal Historic Preservation Fund III is a other private fund managed by Perigee Capital, LP. The fund reports $38 million in gross assets, placing it among the top 60% of private funds by size. The stated minimum investment is $100,000. 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 ID805-8228744942
Fund typeOther Private Fund — TAX CREDIT FUND
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsNo
% of assets independently valued0%

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Frequently asked questions

How large is Monarch Federal Historic Preservation Fund III?

Monarch Federal Historic Preservation Fund III reports $38 million in gross assets, among the top 60% of private funds by size.

What is the minimum investment for Monarch Federal Historic Preservation Fund III?

The stated minimum investment is $100,000.

Who manages Monarch Federal Historic Preservation Fund III?

Monarch Federal Historic Preservation Fund III is managed by Perigee Capital, LP.

Does Monarch Federal Historic Preservation Fund III disclose returns?

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

Manager

P

Service providers

Prime broker
None reported
Custodian
None reported
Marketer

Reported gross assets

$38M▼ 15%
Mar '25 — $44.9MApr '25 — $44.9MMay '25 — $44.9MJun '25 — $44.9MJul '25 — $44.9MAug '25 — $44.9MSep '25 — $44.9MOct '25 — $44.9MNov '25 — $44.9MDec '25 — $44.9MJan '26 — $44.9MFeb '26 — $44.9MMar '26 — $38MApr '26 — $38MMay '26 — $38MJun '26 — $38M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 60%
Larger than 40% of 67,041 private funds
Gross assets vs Other Private FundsTop 60%
Larger than 40% of 8,892 other private funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum

Investor base

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