Form D · Other Real Estate
HFS Small Balance RE I, LP
Dallas, TX · CIK 0002039377
Offering snapshot reported Nov 13, 2024 · SEC filing
- Reported sold
- $12.8M Offering amount: $25M
- Investors reported
- 53 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jul 9, 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 13, 2024 | Initial | $12,771,000 | No comparison | 53 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-529234
Source: Form D, filed Nov 13, 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
HFS SMALL BALANCE RE I, LP
Investment adviser: HOWARD FINANCIAL SERVICES, LTD.
- Gross asset value
- $15.3M
- Beneficial owners
- 86
- ADV minimum commitment
- $100K
Reported in Form ADV on Aug 12, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
Filing source
Form ADV 2123123 · Aug 12, 2026 · Schedule D 7.B.(1), fund 805-8263665952
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.
| Name | Reported role |
|---|---|
| * Hffm, Inc. | Promoter |
| * Hfs Capital Partners, Llc | Promoter |
| * Hfs Sb Investors, Lp | Promoter |
| James N. Howard | Executive |
| John T. Howard | Executive |
| Stephen J. Howard | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:Dallas, TX, 75231