Form D · Other Investment Fund
Harmonic Investors LLC Equity Income Plus
Naples, FL · CIK 0002029919
Offering snapshot reported Aug 12, 2026 · SEC filing
- Reported sold
- $12.6M Indefinite offering
- Investors reported
- 12 Form D · investor count
- Minimum accepted
- $500K Reported outside-investor minimum
- First sale
- Jul 1, 2024 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$11,640,923 → $12,563,514
- Reported investors11 → 12
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 12, 2026 | Amendment | $12,563,514 | $922,591vs Mar 4, 2026 | 12 | SEC filing |
| Mar 4, 2026 | Amendment | $11,640,923 | $1,399,999vs Jan 21, 2026 | 11 | SEC filing |
| Jan 21, 2026 | Amendment | $10,240,924 | No comparison | Not reported | SEC filing |
| Aug 13, 2025 | Amendment | $8,890,923 | No comparison | Not reported | SEC filing |
| Mar 5, 2025 | Amendment | $7,040,923 | $1,100,000vs Dec 19, 2024 | 10 | SEC filing |
| Dec 19, 2024 | Amendment | $5,940,923 | $400,000vs Oct 17, 2024 | 6 | SEC filing |
| Oct 17, 2024 | Amendment | $5,540,923 | $1,900,000vs Aug 12, 2024 | 6 | SEC filing |
| Aug 12, 2024 | Amendment | $3,640,923 | $1,499,999vs Jul 10, 2024 | 4 | SEC filing |
| Jul 10, 2024 | Initial | $2,140,924 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-518338
Source: Form D, filed Aug 12, 2026. 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 |
|---|---|
| Chad D Atkins | Director |
| Jeff M Fortier | Director |
| Jano P Janoyan | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
8889 Pelican Bay Blvd., Suite 500
Naples, FL, 34109
Naples, FL, 34109