Form D · Other Investment Fund
Herzfeld CRE I LP
Miami Beach, FL · CIK 0002128251
Offering snapshot reported Apr 15, 2026 · SEC filing
- Reported sold
- $46M Indefinite offering
- Investors reported
- 8 Form D · investor count
- Minimum accepted
- $10M Reported outside-investor minimum
- First sale
- Mar 31, 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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 15, 2026 | Initial | $45,950,000 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-580533
Herzfeld CRE I GP LLC, as GP of the Issuer, recs a mngmnt fee of 1% of cap (the "Mngmnt Fee") and an ann inc allo of 10% of net profits subj to a 9% hurdle rate. Umergence, a reg broker dealer, recs 20% of the Mngmnt Fee as comp for its plmt agency servs
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Umergence LLC | 284368 |
Source: Form D, filed Apr 15, 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 |
|---|---|
| Erik M. Herzfeld | Executive |
| Thomas J. Herzfeld | Executive |
| * Herzfeld Cre I Gp Llc | Executive |
| * Thomas J. Herzfeld Advisors, Inc. | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
119 Washington Avenue Suite 504
Miami Beach, FL, 33139
Miami Beach, FL, 33139