Form D · Private Equity Fund

HGI BSW Fund IV, LLC

Norfolk, VA · CIK 0001632256

Offering snapshot reported Mar 26, 2015 · SEC filing

Reported sold: $9.36M
Investors reported: 100
Minimum accepted: $25K
First sale: Jan 8, 2015

Fundraising history

Reported sold

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$6,060,000 → $9,358,000
Reported investors64 → 100

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 26, 2015	Amendment	$9,358,000	$3,298,000vs Feb 2, 2015	100	SEC filing
Feb 2, 2015	Initial	$6,060,000	No comparison	64	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-233292

Source: Form D, filed Mar 26, 2015. 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

HGI BSW FUND IV, LLC

Investment adviser: HARBOR GROUP INTERNATIONAL, LLC

Gross asset value: $1M
Beneficial owners: 102
ADV minimum commitment: $1K

Reported in Form ADV on Apr 30, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Filing source

Form ADV 1986177 · Apr 30, 2025 · Schedule D 7.B.(1), fund 805-2790896850

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
HGI BSW FUND I, LLC	Apr 27, 2012	$5,610,000	50
HGI BSW Fund II, LLC	Apr 3, 2013	$7,185,000	86
HGI BSW Fund III, LLC	May 9, 2014	$8,160,000	95
HGI BSW Fund IV, LLC (this fund)	Mar 26, 2015	$9,358,000	100
HGI BSW Fund V, LLC	Mar 30, 2016	$7,850,000	99
HGI BSW Fund VI, LLC	Mar 21, 2017	$8,255,000	95
HGI BSW Fund VII, LLC	Feb 1, 2018	$8,235,000	93

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
Name	Reported role
Herbert Kay Bangel	Director
Llc Harbor Group International,	Director
Co., Llc Hgi Bsw Fund Iv Managing	Director
Thomas Richard Litton, Jr.	Executive
Pinchas Mendlovic	Director
Jordan Eric Slone	Director
David Joel Zwiebel	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

999 Waterside Drive Suite 2300
Norfolk, VA, 23510