Form D · Other Investment Fund

Harbert Seniors Housing Fund I, L.P.

Birmingham, AL · CIK 0001663401

Offering snapshot reported Jan 27, 2017 · SEC filing

Reported sold
$60.6M
Indefinite offering
Investors reported
75
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Nov 20, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$30.3M$60.6MJan 28, 2016: $32,250,000.00Jan 28, 2016Jan 27, 2017: $60,615,000.00Jan 27, 2017

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$32,250,000 → $60,615,000
  • Reported investors28 → 75

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 27, 2017Amendment$60,615,000$28,365,000vs Jan 28, 201675SEC filing
Jan 28, 2016Initial$32,250,000No comparison28SEC filing

Offering details

Securities
Equity, 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
021-256137
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

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RecipientCRDAssociated broker-dealer
HMC Investments, Inc.40581

Source: Form D, filed Jan 27, 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

HARBERT SENIORS HOUSING FUND I, LP

Investment adviser: HARBERT FUND ADVISORS, LLC

Gross asset value
$82.2M
Beneficial owners
200
ADV minimum commitment
$2M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS LLP BIRMINGHAM, Alabama, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Filing source

Form ADV 2055218 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8696134439

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
[None] Harbert Management Corporation Executive
[None] Hsh I Gp, Llc Executive, Promoter
Trent Johnson Executive
Brian Landrum Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2100 Third Avenue North 6 Th Floor
Birmingham, AL, 35203