Form D · Private Equity Fund
HGI Opportunity Fund X, LLC
Norfolk, VA · CIK 0001664004
Offering snapshot reported Mar 30, 2016 · SEC filing
- Reported sold
- $25M Offering amount: $25M
- Investors reported
- 100 Form D · investor count
- Minimum accepted
- $150K Reported outside-investor minimum
- First sale
- Jan 8, 2016 As reported in this filing
Fundraising history
Reported soldDates 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$5,100,000 → $24,950,000
- Reported investors19 → 100
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 30, 2016 | Amendment | $24,950,000 | $19,850,000vs Jan 19, 2016 | 100 | SEC filing |
| Jan 19, 2016 | Initial | $5,100,000 | No comparison | 19 | 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
- $8.5K
- Form D file number
- 021-255408
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Jacob Immanuel | None | |
| David Turner | None |
Source: Form D, filed Mar 30, 2016. 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 X, LLC
Investment adviser: HARBOR GROUP INTERNATIONAL, LLC
- Gross asset value
- $3.01M
- Beneficial owners
- 143
- ADV minimum commitment
- $1K
Reported in Form ADV on Oct 31, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 1909882 · Oct 31, 2024 · Schedule D 7.B.(1), fund 805-5273784117
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 |
|---|---|
| Herbert Kay Bangel | Director |
| Llc Harbor Group International, | Director |
| Managing Co., Llc Hgi Opportunity Fund X | 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:Norfolk, VA, 23510