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 sold
Reported amount sold by Form D filing date$0$8.11M$16.2MJan 20, 2016: $9,300,000.00Jan 20, 2016Mar 30, 2016: $16,220,000.00Mar 30, 2016

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$9,300,000 → $16,220,000
  • Reported investors63 → 100

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 30, 2016Amendment$16,220,000$6,920,000vs Jan 20, 2016100SEC filing
Jan 20, 2016Initial$9,300,000No comparison63SEC 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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RecipientCRDAssociated broker-dealer
Yoram MehrNone
Paradigm CRE Advisors, Inc.None
Benzion KahanaNone
Alexander ErlichmanNone
Ira Lawrence2496781
Aviram NahumNone
Uzi YadidNone

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

Custodian INSPIRA FINANCIAL 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 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.

People and organizations reported in Form D filings
NameReported 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:
999 Waterside Drive Suite 2300
Norfolk, VA, 23510