Form D · Private Equity Fund
HGI US Property Fund IX, LLC
Norfolk, VA · CIK 0001664031
Offering snapshot reported Mar 30, 2016 · SEC filing
- Reported sold
- $16.2M Offering amount: $16.2M
- Investors reported
- 100 Form D · investor count
- Minimum accepted
- $75K 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$9,300,000 → $16,220,000
- Reported investors63 → 100
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 30, 2016 | Amendment | $16,220,000 | $6,920,000vs Jan 20, 2016 | 100 | SEC filing |
| Jan 20, 2016 | Initial | $9,300,000 | No comparison | 63 | 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
- $42.5K
- Form D file number
- 021-255529
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Yoram Mehr | None | |
| Paradigm CRE Advisors, Inc. | None | |
| Benzion Kahana | None | |
| Alexander Erlichman | None | |
| Ira Lawrence | 2496781 | |
| Aviram Nahum | None | |
| Uzi Yadid | 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 US PROPERTY FUND IX, LLC
Investment adviser: HARBOR GROUP INTERNATIONAL, LLC
- Gross asset value
- $1.99M
- Beneficial owners
- 120
- ADV minimum commitment
- $1K
Reported in Form ADV on Mar 31, 2025. 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 1963999 · Mar 31, 2025 · Schedule D 7.B.(1), fund 805-8592675421
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 Us Property Fund Ix | Director |
| Thomas Richard Litton, Jr. | Director, Executive |
| Saul Lubetski | Executive |
| Pinchas Mendlovic | Director |
| Jordan Eric Slone | Director, Executive |
| Carla R. Stoner | Executive |
| David Joel Zwiebel | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Norfolk, VA, 23510