Form D · Other Investment Fund

Harmonic Investors LLC Fund I

Naples, FL · CIK 0001676758

Offering snapshot reported Aug 12, 2026 · SEC filing

Reported sold
$52.2M
Indefinite offering
Investors reported
82
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jul 1, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$26.7M$53.4MJan 21, 2026: $53,389,450.00Jan 21, 2026Aug 12, 2026: $52,216,579.00Aug 12, 2026

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$53,389,450 → $52,216,579

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 12, 2026Amendment$52,216,579-$1,172,871vs Jan 21, 202682SEC filing
Jan 21, 2026Amendment$53,389,450No comparisonNot reportedSEC filing
Jan 30, 2025Amendment$52,685,690$270,510vs Jul 10, 202480SEC filing
Jul 10, 2024Amendment$52,415,180$0vs Jul 9, 202486SEC filing
Jul 9, 2024Amendment$52,415,180-$1,527,554vs Dec 5, 202386SEC filing
Dec 5, 2023Amendment$53,942,734$1,751,171vs Sep 6, 202384SEC filing
Sep 6, 2023Amendment$52,191,563$175,111vs Jun 5, 202380SEC filing
Jun 5, 2023Amendment$52,016,452$3,635,135vs Mar 7, 202380SEC filing
Mar 7, 2023Amendment$48,381,317$594,419vs Nov 2, 202272SEC filing
Nov 2, 2022Amendment$47,786,898$3,037,876vs Aug 3, 202271SEC filing
Aug 3, 2022Amendment$44,749,022-$391,492vs Mar 2, 202264SEC filing
Mar 2, 2022Amendment$45,140,514$5,954,555vs Jan 11, 202265SEC filing
Jan 11, 2022Amendment$39,185,959-$774,870vs Nov 3, 202163SEC filing
Nov 3, 2021Amendment$39,960,829$6,017,565vs Oct 5, 202163SEC filing
Oct 5, 2021Amendment$33,943,264-$40,747vs Jan 5, 202161SEC filing
Jan 5, 2021Amendment$33,984,011-$951,242vs Oct 6, 202062SEC filing
Oct 6, 2020Amendment$34,935,253-$4,537,130vs Feb 6, 202062SEC filing
Feb 6, 2020Amendment$39,472,383$1,066,876vs Jan 7, 202070SEC filing
Jan 7, 2020Amendment$38,405,507-$49,003vs Oct 8, 201969SEC filing
Oct 8, 2019Amendment$38,454,510-$1,382,283vs Jul 2, 201970SEC filing
Jul 2, 2019Amendment$39,836,793$2,902,011vs May 2, 201970SEC filing
May 2, 2019Amendment$36,934,782$951,023vs Mar 6, 201969SEC filing
Mar 6, 2019Amendment$35,983,759$1,004,036vs Jan 4, 201966SEC filing
Jan 4, 2019Amendment$34,979,723$1,290,241vs Dec 3, 201863SEC filing
Dec 3, 2018Amendment$33,689,482-$519,267vs Nov 2, 201861SEC filing
Nov 2, 2018Amendment$34,208,749$3,128,033vs Oct 5, 201859SEC filing
Oct 5, 2018Amendment$31,080,716$633,500vs Jul 10, 201854SEC filing
Jul 10, 2018Amendment$30,447,216$243,500vs Jun 4, 201853SEC filing
Jun 4, 2018Amendment$30,203,716-$280,372vs Apr 4, 201853SEC filing
Apr 4, 2018Amendment$30,484,088$740,195vs Mar 6, 201853SEC filing
Mar 6, 2018Amendment$29,743,893$346,500vs Jan 4, 201853SEC filing
Jan 4, 2018Amendment$29,397,393$1,182,000vs Nov 1, 201753SEC filing
Nov 1, 2017Amendment$28,215,393$197,000vs Sep 7, 201747SEC filing
Sep 7, 2017Amendment$28,018,393$1,889,694vs Aug 7, 201746SEC filing
Aug 7, 2017Amendment$26,128,699$786,000vs Jul 6, 201746SEC filing
Jul 6, 2017Amendment$25,342,699$797,625vs Apr 5, 201745SEC filing
May 2, 2017Amendment$25,071,699$526,625vs Apr 5, 201745SEC filing
Apr 5, 2017Amendment$24,545,074$1,150,000vs Mar 9, 201743SEC filing
Mar 9, 2017Amendment$23,395,074$1,098,000vs Mar 9, 201739SEC filing
Mar 9, 2017Amendment$22,297,074$3,975,105vs Feb 6, 201736SEC filing
Feb 6, 2017Amendment$18,321,969$2,690,306vs Jul 7, 201634SEC filing
Jul 7, 2016Amendment$15,631,663No comparison28SEC filing
Jun 9, 2016InitialYet to sellNo comparison0SEC 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
021-264706

Source: Form D, filed Aug 12, 2026. 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

HARMONIC INVESTORS LLC FUND I

Investment adviser: PRIVATE CAPITAL MANAGEMENT, LLC

Gross asset value
$66.6M
Beneficial owners
80
ADV minimum commitment
$500K

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor WITHUMSMITH+BROWN, PC PRINCETON, New Jersey, United States
Custodian NATIONAL FINANCIAL SERVICES JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

WITHUMSMITH+BROWN, PC
PCAOB 100

Filing source

Form ADV 2053139 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-6144360025

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
Chad Atkins Director
Jeff M Fortier Director
Janoyan P Jano Director
David Joyce Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
8889 Pelican Bay Boulevard Suite 500
Naples, FL, 34108