Form D · Private Equity Fund

HGI Opportunity Select Fund V, LLC

Norfolk, VA · CIK 0001664013

Offering snapshot reported Mar 30, 2016 · SEC filing

Reported sold: $81.2M
Investors reported: 309
Minimum accepted: $50K
First sale: Jan 8, 2016

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$16,805,000 → $81,160,000
Reported investors65 → 309
Minimum accepted$25,000 → $50,000

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 30, 2016	Amendment	$81,160,000	$64,355,000vs Jan 20, 2016	309	SEC filing
Jan 20, 2016	Initial	$16,805,000	No comparison	65	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $43.6K
Form D file number: 021-255526

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
David Gottlieb	None
David Turner	None
Benzion Kahana	None
Yoram Mehr	None
Yacha Sutton	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 SELECT FUND V, LLC

Investment adviser: HARBOR GROUP INTERNATIONAL, LLC

Gross asset value: $16M
Beneficial owners: 309
ADV minimum commitment: $50K

Reported in Form ADV on Jan 24, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian MILLENNIUM TRUST COMPANY 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 1703177 · Jan 24, 2023 · Schedule D 7.B.(1), fund 805-3338463931

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 Select Fund I, LLC	May 22, 2012	$10,000,000	40
HGI Opportunity Select Fund II, LLC	Mar 29, 2013	$32,300,000	107
HGI Opportunity Select Fund III, LLC	Apr 15, 2014	$48,125,000	147
HGI Opportunity Select Fund IV, LLC	Mar 31, 2015	$70,210,000	222
HGI Opportunity Select Fund V, LLC (this fund)	Mar 30, 2016	$81,160,000	309
HGI Opportunity Select Fund VI, LLC	Mar 30, 2017	$121,465,000	413
HGI Opportunity Select Fund VII, LLC	Mar 29, 2018	$146,225,000	451

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
International, Llc Harbor Group	Director
Managing Co., Llc Hgi Opportunity Select Fund V	Director
Thomas Richard Litton, Jr.	Executive
Saul Lubetski	Director
Pinchas Mendlovic	Director
Jordan E Slone	Director
Carla R. Stoner	Director
David Joel Zwiebel	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

999 Waterside Drive Suite 2300
Norfolk, VA, 23510