Palm Beach Capital Management Iii, Llc
- Regulatory AUM
- $999M
- Discretionary
- $999M
- Clients
- 14
- Avg AUM / client
- $71.3M
- Accounts
- 14
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 14 | $999M | 100.0% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $749M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Palm Beach Capital Fund Vi, L.P. | Private Equity Fund | Delaware | $232M | 110 |
| Palm Beach Capital Fund V, Lp | Private Equity Fund | Delaware | $173M | 48 |
| Palm Beach Capital Fund Iv | Private Equity Fund | Delaware | $98.2M | 64 |
| Palm Beach Capital Fund Iii, L.P. | Private Equity Fund | Delaware | $72.6M | 63 |
| Palm Beach Capital Fund Vi Parallel, L.P. | Private Equity Fund | Delaware | $50.0M | 15 |
| Hla Co Investors, Lp | Private Equity Fund | Delaware | $38.3M | 23 |
| Pbc Pape Dawson Co Investors Feeder, L.P. | Private Equity Fund | Delaware | $26.1M | 20 |
| Pbc Vi Principals Fund, Lp | Private Equity Fund | Delaware | $17.9M | 10 |
| Pbc V Principals Fund Lp | Private Equity Fund | Delaware | $14.6M | 5 |
| Blue Team Co Investors Lp | Private Equity Fund | Delaware | $14.1M | 12 |
| Pbc Iv Principals Fund, Lp | Private Equity Fund | Delaware | $5.4M | 5 |
| Pbc Iii Principals Fund, Lp | Private Equity Fund | Delaware | $4.8M | 10 |
| Pbc Mears Co Investors, Lp | Private Equity Fund | Delaware | $1.2M | 12 |
| Lyneer Co Investors Lp | Private Equity Fund | Delaware | $480K | 7 |
| Pbc Midas Co Investors, Lp, | Private Equity Fund | Delaware | $122K | 9 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harpel, James, William | Elected Manager, Member | May 2011 (15y) | 10% – 25% | |
| Mcgruder, Shaun, Lancer | Elected Manager, Member | May 2011 (15y) | 25% – 50% | |
| Schmickle, Michael, Leroy | Elected Manager, Member | May 2011 (15y) | 25% – 50% | |
| Ward, Nathan, Shawn | Elected Manager, Member | May 2011 (15y) | 25% – 50% | |
| Felder, Christopher, Stephen | Chief Compliance Officer/Chief Executive Officer | Mar 2020 (6y) | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $749M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Palm Beach Capital Fund Vi, L.P. | Private Equity Fund | $232M | $100K | 110 |
| Palm Beach Capital Fund V, Lp | Private Equity Fund | $173M | $250K | 48 |
| Palm Beach Capital Fund Iv | Private Equity Fund | $98.2M | $1.0M | 64 |
| Palm Beach Capital Fund Iii, L.P. | Private Equity Fund | $72.6M | $5.0M | 63 |
| Palm Beach Capital Fund Vi Parallel, L.P. | Private Equity Fund | $50.0M | $100K | 15 |
| Hla Co Investors, Lp | Private Equity Fund | $38.3M | $10.0K | 23 |
| Pbc Pape Dawson Co Investors Feeder, L.P. | Private Equity Fund | $26.1M | $100K | 20 |
| Pbc Vi Principals Fund, Lp | Private Equity Fund | $17.9M | $100K | 10 |
| Pbc V Principals Fund Lp | Private Equity Fund | $14.6M | $10.0K | 5 |
| Blue Team Co Investors Lp | Private Equity Fund | $14.1M | $10.0K | 12 |
| Pbc Iv Principals Fund, Lp | Private Equity Fund | $5.4M | $10.0K | 5 |
| Pbc Iii Principals Fund, Lp | Private Equity Fund | $4.8M | $10.0K | 10 |
| Pbc Mears Co Investors, Lp | Private Equity Fund | $1.2M | $1.0K | 12 |
| Lyneer Co Investors Lp | Private Equity Fund | $480K | $10.0K | 7 |
| Pbc Midas Co Investors, Lp, | Private Equity Fund | $122K | $10.0K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 4.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • FEES FROM PORTFOLIO COPANIES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗