Form D · Pooled Investment Fund
Harbert Generate Co-Investment Fund, L.P.
Birmingham, AL · CIK 0001869348
Offering snapshot reported Jul 9, 2021 · SEC filing
- Reported sold
- $265M Indefinite offering
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 9, 2021 | Initial | $264,950,530 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-405787
Source: Form D, filed Jul 9, 2021. 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
HARBERT GENERATE CO-INVESTMENT FUND, L.P.
Investment adviser: HARBERT FUND ADVISORS, LLC
- Gross asset value
- $139M
- Beneficial owners
- 6
- ADV minimum commitment
- $100K
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
Filing source
Form ADV 2055218 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2791854806
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.
| Name | Reported role |
|---|---|
| [None] Harbert Generate Co Investment Gp, Llc | Executive |
| Raymond J. Harbert, Jr. | Executive |
| John Mc Cullough | Executive |
| Patrick E. Molony | Executive |
| J. Travis Pritchett | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Birmingham, AL, 35203