Form D · Other Investment Fund

2017 Real Estate Opportunity Fund, L.P.

Atlanta, GA · CIK 0001714986

Offering snapshot reported Aug 24, 2017 · SEC filing

Reported sold: $25.5M
Investors reported: 50
Minimum accepted: $250K
First sale: Jul 12, 2017

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 24, 2017	Initial	$25,450,000	No comparison	50	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-293450

Source: Form D, filed Aug 24, 2017. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

2017 REAL ESTATE OPPORTUNITY FUND, L.P.

Investment adviser: HB WEALTH MANAGEMENT, LLC

Gross asset value: $1.1M
Beneficial owners: 98
ADV minimum commitment: $250K

Reported in Form ADV on Sep 3, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX FUND SERVICES (ATLANTA), INC. ATLANTA, Georgia, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor FORVIS LLP ATLANTA, Georgia, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FORVIS LLP
PCAOB 686

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2114167 · Sep 3, 2026 · Schedule D 7.B.(1), fund 805-8656994837

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Andrew Berg	Director
Frank Butterfield	Director
Adam Fuller	Director
Anthony Guinta	Director
Stephanie Lang	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3060 Peachtree Road, Suite 830
Atlanta, GA, 30305