Form D · Investing

Hafele Edgewood Senior Living Fund, LLC

Louisville, KY · CIK 0001998413

Offering snapshot reported Nov 14, 2023 · SEC filing

Reported sold
$4.63M
Offering amount: $4.63M
Investors reported
34
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Nov 7, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 14, 2023Initial$4,625,000No comparison34SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-497154

Source: Form D, filed Nov 14, 2023. 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

HAFELE EDGEWOOD SENIOR LIVING FUND, LLC

Investment adviser: HAFELE INVESTMENTS, INC.

Gross asset value
$4.63M
Beneficial owners
34
ADV minimum commitment
$100K

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian FIRST FINANCIAL BANK CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 2116739 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-5629591913

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
NameReported role
Carl W. Hafele Executive

Issuer details

Industry: Investing (See others in industry)

Address:
500 North Hurstbourne Parkway Suite 425
Louisville, KY, 40222