Form D · Other Investment Fund

HARBERT UNITED STATES REAL ESTATE FUND V, L.P.

Birmingham, AL · CIK 0001563698

Offering snapshot reported Dec 13, 2013 · SEC filing

Reported sold: $110M
Investors reported: 54
Minimum accepted: $0
First sale: Nov 26, 2012

Fundraising history

Reported sold

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$46,800,000 → $109,900,000
Reported investors26 → 54

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 13, 2013	Amendment	$109,900,000	$63,100,000vs Dec 11, 2012	54	SEC filing
Dec 11, 2012	Initial	$46,800,000	No comparison	26	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: Not reported

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
HMC Investments, Inc.	40518

Source: Form D, filed Dec 13, 2013. 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 UNITED STATES REAL ESTATE FUND V, LP

Investment adviser: HARBERT FUND ADVISORS, LLC

Gross asset value: $6.21M
Beneficial owners: 101
ADV minimum commitment: $5M

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 BIRMINGHAM, Alabama, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS
PCAOB 238

Filing source

Form ADV 2055218 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-5408580463

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
HARBERT UNITED STATES REAL ESTATE FUND IV LP	May 12, 2011	$103,650,000	57
HARBERT UNITED STATES REAL ESTATE FUND V, L.P. (this fund)	Dec 13, 2013	$109,900,000	54
Harbert United States Real Estate Fund VI, L.P.	Mar 3, 2017	$345,846,000	33
Harbert United States Real Estate Fund VII, L.P.	Aug 7, 2020	$296,888,888	77
Harbert United States Real Estate Fund VIII, L.P.	Apr 18, 2024	$224,000,000	130

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
Name	Reported role
Raymond J. Harbert	Director, Executive
[None] Harbert Management Corporation	Executive
[None] Harbert U.S. Real Estate Fund V Gp, Llc	Executive, Promoter
Todd N. Jordan	Executive
John Mc Cullough	Executive
Jon Paul Momsen	Executive
J. Travis Pritchett	Executive
Jeffrey H. Seidman	Executive
Michael P. White	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2100 Third Avenue North Suite 600
Birmingham, AL, 35203