Form D · Other Investment Fund

Harbert European Real Estate Fund V (Scotland), L.P.

Birmingham, AL · CIK 0001726759

Offering snapshot reported Dec 27, 2018 · SEC filing

Reported sold
$172M
Indefinite offering
Investors reported
13
Form D · investor count
Minimum accepted
$8.17M
Reported outside-investor minimum
First sale
Dec 21, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$85.9M$172MJan 3, 2018: $54,455,624.00Jan 3, 2018Dec 27, 2018: $171,890,409.00Dec 27, 2018

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$54,455,624 → $171,890,409
  • Reported investors3 → 13

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 27, 2018Amendment$171,890,409$117,434,785vs Jan 3, 201813SEC filing
Jan 3, 2018Initial$54,455,624No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-302197
HMC Investments, Inc. ("HMCI"), an affiliate of the Issuer, serves as the Issuer's placement agent. The Issuer's investment manager pays all fees of HMCI, none of which are based on sales volume.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
HMC Investments, Inc.40581

Source: Form D, filed Dec 27, 2018. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Raymond Harbert Director, Executive, Promoter
[None] Harbert Management Corporation Executive, Promoter
[None] Heref V (Scotland) Gp, Llc Executive
Sonja J. Keeton Director, Executive
John W Mc Cullough Director, Executive
Charles D Miller Director, Executive, Promoter
J. Travis Pritchett Director, Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2100 Third Avenue North Suite 600
Birmingham, AL, 35203