Form D · Other Investment Fund

HCRE Edge

Columbus, OH · CIK 0002024327

Offering snapshot reported May 24, 2024 · SEC filing

Reported sold
$6.17M
Offering amount: $6.17M
Investors reported
55
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
May 1, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 24, 2024Initial$6,165,000No comparison55SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-514288

Source: Form D, filed May 24, 2024. 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

HCRE EDGE LLC

Investment adviser: HAMILTON CAPITAL, LLC

Gross asset value
$6.17M
Beneficial owners
61
ADV minimum commitment
$100K

Reported in Form ADV on Apr 21, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor COHEN & COMPANY, LTD. CLEVELAND, Ohio, United States
Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, 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

COHEN & COMPANY, LTD.
PCAOB 925

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2096857 · Apr 21, 2026 · Schedule D 7.B.(1), fund 805-3202329517

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
Capital Llc Hamilton Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
5025 Arlington Centre Blvd Suite 300
Columbus, OH, 43220