Form D · Private Equity Fund

HGI Opportunity Fund V, LLC

Norfolk, VA · CIK 0001513572

Offering snapshot reported Jun 20, 2011 · SEC filing

Reported sold
$32.5M
Offering amount: $32.5M
Investors reported
99
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Mar 15, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$16.3M$32.5MMar 25, 2011: $24,050,000.00Mar 25, 2011Jun 20, 2011: $32,500,000.00Jun 20, 2011

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$24,050,000 → $32,500,000
  • Reported investors72 → 99
  • Minimum accepted$200,000 → $100,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 20, 2011Amendment$32,500,000$8,450,000vs Mar 25, 201199SEC filing
Mar 25, 2011Initial$24,050,000No comparison72SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$28K
Form D file number
021-157372

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
David GoderNone
RYR EquitiesNone
David TurnerNone
Jonathan RosnerNone
Steven FriedmanNone
Rugby Investments LimitedNone
Samuel WeissNone

Source: Form D, filed Jun 20, 2011. 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.

People and organizations reported in Form D filings
NameReported role
Herbert Kay Bangel Director
Llc Harbor Group International, Director
Co., Llc Hgi Fund V Managing Director
Thomas Richard Litton, Jr. Executive
Norman Slone 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