Form D · Private Equity Fund

HGI Opportunity Fund XI, LLC

Norfolk, VA · CIK 0001696609

Offering snapshot reported Mar 24, 2017 · SEC filing

Reported sold
$26.6M
Offering amount: $26.6M
Investors reported
100
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jan 27, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13.3M$26.6MFeb 9, 2017: $11,670,000.00Feb 9, 2017Mar 24, 2017: $26,612,651.00Mar 24, 2017

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$11,670,000 → $26,612,651
  • Reported investors43 → 100

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 24, 2017Amendment$26,612,651$14,942,651vs Feb 9, 2017100SEC filing
Feb 9, 2017Initial$11,670,000No comparison43SEC 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
$15.5K
Form D file number
021-280418

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Lighthouse Financial Solutions Ltd.None
BIN, LLCNone
Ira LawrenceNone

Source: Form D, filed Mar 24, 2017. 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 XI, LLC

Investment adviser: HARBOR GROUP INTERNATIONAL, LLC

Gross asset value
$4.68M
Beneficial owners
120
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
Custodian JP MORGAN NEW YORK, New York, 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 805-9421592500

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.

People and organizations reported in Form D filings
NameReported role
Herbert Kay Bangel Director
Llc Harbor Group International, Director
Managing Co., Llc Hgi Opportunity Fund Xi 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