Form D · Other Investment Fund

Harbert Generate Holdings, LP

Birmingham, AL · CIK 0001873420

Offering snapshot reported Jul 21, 2021 · SEC filing

Reported sold
$367M
Indefinite offering
Investors reported
2
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 29, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 21, 2021Initial$367,100,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-407195
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 volumes.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
HMC Investments, Inc.40581

Source: Form D, filed Jul 21, 2021. 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
[None] Harbert Generate Co Investor 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:
2100 Third Avenue North Suite 600
Birmingham, AL, 35203