Form D · Other Investment Fund
HB Wealth Credit Opportunities Fund
New York, NY · CIK 0002125874
Offering snapshot reported Aug 27, 2026 · SEC filing
- Reported sold
- $6.9M Indefinite offering
- Investors reported
- 5 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Aug 10, 2026 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 27, 2026 | Initial | $6,900,000 | No comparison | 5 | 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
- 021-595675
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| N/A | None | iCapital Markets LLC · CRD 118219 |
Source: Form D, filed Aug 27, 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 |
|---|---|
| Catherine Abely | Director |
| Michael Boardman | Director |
| Conrad Ciccotello | Director |
| Dan Ellenwood | Executive |
| Stephen Jacobs | Executive |
| Indira Mahadeo | Executive |
| Nicholas Veronis | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
60 East 42 Nd Street, 26 Th Floor
New York, NY, 10165
New York, NY, 10165