Form D · Other Investment Fund
Harbert United States Real Estate Fund VII, L.P.
Birmingham, AL · CIK 0001784222
Offering snapshot reported Aug 7, 2020 · SEC filing
- Reported sold
- $297M Offering amount: $800M
- Investors reported
- 77 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 23, 2019 As reported in this filing
Fundraising history
Reported soldDates 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$148,950,000 → $296,888,888
- Reported investors33 → 77
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 7, 2020 | Amendment | $296,888,888 | $147,938,888vs Aug 7, 2019 | 77 | SEC filing |
| Aug 7, 2019 | Initial | $148,950,000 | No comparison | 33 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- Not reported
The total amount sold includes $122,625,000 sold by Harbert U.S. Real Estate Fund VII Feeder, L.P.
HMC Investments, Inc. ("HMCI"), an affiliate of the Issuers, serves as the Issuers' placement agent. The Issuers' investment manager pays all fees of HMCI, none of which are based on sales volumes.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| HMC Investments, Inc. | 40581 |
Source: Form D, filed Aug 7, 2020. 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.
| Name | Reported role |
|---|---|
| [None] Harbert Management Corporation | Executive |
| [None] Harbert U.S. Real Estate Fund Vii Gp, Llc | Executive |
| Todd N. Jordan | Director |
| Adam A. Krug | Director |
| John W. Mc Cullough | Executive |
| Jon Paul Momsen | Director, Executive |
| J. Travis Pritchett | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Birmingham, AL, 35203