Form D · Private Equity Fund

HGI Opportunity Fund IX, LLC

Norfolk, VA · CIK 0001631004

Offering snapshot reported Mar 30, 2015 · SEC filing

Reported sold: $23.5M
Investors reported: 100
Minimum accepted: $150K
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$11,000,000 → $23,450,000
Reported investors47 → 100

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 30, 2015	Amendment	$23,450,000	$12,450,000vs Jan 20, 2015	100	SEC filing
Jan 20, 2015	Initial	$11,000,000	No comparison	47	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: $11.8K
Form D file number: 021-232477

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
Benzion Kahana	None
Yoram Mehr	None
Paradigm CRE Advisors Inc.	None
Leor Nouman	None
Albert David	None

Source: Form D, filed Mar 30, 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 OPPORTUNITY FUND IX, LLC

Investment adviser: HARBOR GROUP INTERNATIONAL, LLC

Gross asset value: $2.54M
Beneficial owners: 117
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 805-4036830320

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 Opportunity Fund IV, LLC	Feb 11, 2010	$30,000,000	98
HGI Opportunity Fund V, LLC	Jun 20, 2011	$32,500,000	99
HGI OPPORTUNITY FUND VI, LLC	Apr 27, 2012	$35,000,000	100
HGI Opportunity Fund VII, LLC	Mar 13, 2013	$28,750,000	99
HGI Opportunity Fund VIII, LLC	Apr 15, 2014	$23,750,000	99
HGI Opportunity Fund IX, LLC (this fund)	Mar 30, 2015	$23,450,000	100
HGI Opportunity Fund X, LLC	Mar 30, 2016	$24,950,000	100
HGI Opportunity Fund XI, LLC	Mar 24, 2017	$26,612,651	100
HGI Opportunity Fund XII, LLC	Mar 28, 2018	$25,635,000	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
Herb Kay Bangel	Director
Llc Harbor Group International	Director
Managing Co., Llc Hgi Fund Ix	Director
Thomas Richard Litton, Jr.	Executive
Saul Lubetski	Director
Pinchas Mendlovic	Director
Jordan Eric Slone	Director
Carla R. Stoner	Director
David Joel Zweibel	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

999 Waterside Drive Suite 2300
Norfolk, VA, 23510