Form D · Hedge Fund

Harbert Stoneview Opportunity Fund I, LP

Birmingham, AL · CIK 0001818642

Offering snapshot reported Jul 26, 2024 · SEC filing

Reported sold
$13.7M
Indefinite offering
Investors reported
16
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 15, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.85M$13.7MJul 29, 2020: $13,700,000.00Jul 29, 2020Jul 29, 2021: $13,700,000.00Jul 29, 2021Jul 29, 2022: $13,700,000.00Jul 29, 2022Jul 28, 2023: $13,700,000.00Jul 28, 2023Jul 26, 2024: $13,700,000.00Jul 26, 2024

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 26, 2024Amendment$13,700,000$0vs Jul 28, 202316SEC filing
Jul 28, 2023Amendment$13,700,000$0vs Jul 29, 202216SEC filing
Jul 29, 2022Amendment$13,700,000$0vs Jul 29, 202116SEC filing
Jul 29, 2021Amendment$13,700,000$0vs Jul 29, 202016SEC filing
Jul 29, 2020Initial$13,700,000No comparison16SEC 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
021-372052
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.000040581

Source: Form D, filed Jul 26, 2024. 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 STONEVIEW OPPORTUNITY FUND I, LP

Investment adviser: HARBERT FUND ADVISORS, LLC

Gross asset value
$1.65M
Beneficial owners
16
ADV minimum commitment
$250K

Reported in Form ADV on Dec 9, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP NEW YORK, New York, United States
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

J.P. MORGAN SECURITIES LLC
SEC 8-35008

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Filing source

Form ADV 2032873 · Dec 9, 2025 · Schedule D 7.B.(1), fund 805-3019108735

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
Harbert Fund Advisers, Inc. Executive, Promoter
Harbert Fund Advisors, Inc. Executive, Promoter
Harbert Stoneview Opportunity Fund I Gp, Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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