AltMountain

CAIS Private Equity Core III, L.P.

New York City, NY · CIK 2136702 · Managed by Creative Planning

CAIS Private Equity Core III, L.P. is a private equity fund based in New York City, New York. According to its most recent Form D, filed Jun 3, 2026, it has sold $101,766,000 of interests to 39 investors since its first sale in Dec 2025. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Creative Planning LLC; CAIS Private Equity Core III GP LLC; Matthew Brown.

Total raised
$101,766,000Cumulative sales reported on Form D
Investors
39
First sale
Dec 31, 2025
Minimum investment
$250,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Creative Planning LLC; CAIS Private Equity Core III GP LLC; Matthew Brown
Latest Form D
Jun 3, 2026

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about CAIS Private Equity Core III, L.P.

What is the minimum investment for CAIS Private Equity Core III, L.P.?

According to its latest Form D, filed Jun 3, 2026, the minimum investment CAIS Private Equity Core III, L.P. accepts from an outside investor is $250,000.

Who can invest in CAIS Private Equity Core III, L.P.?

CAIS Private Equity Core III, L.P. is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has CAIS Private Equity Core III, L.P. raised?

CAIS Private Equity Core III, L.P. reports $101,766,000 sold from 39 investors on its Form D filed Jun 3, 2026. This is cumulative sales since the offering began, not current assets or performance.

Where is CAIS Private Equity Core III, L.P. based?

CAIS Private Equity Core III, L.P. is based in New York City, New York and is managed by Creative Planning.

When did CAIS Private Equity Core III, L.P. launch?

CAIS Private Equity Core III, L.P. reports its first sale in Dec 2025.

Size compared with every private equity fund

Raised more than 78% of the 3,770 private equity funds based in New York, and more than 73% of all 9,142 that report sales.

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