Form D · Private Equity Fund
HGI US Property Fund XI, LLC
Norfolk, VA · CIK 0001729597
Offering snapshot reported Mar 28, 2018 · SEC filing
- Reported sold
- $15.8M Offering amount: $15.8M
- Investors reported
- 93 Form D · investor count
- Minimum accepted
- $75K Reported outside-investor minimum
- First sale
- Jan 19, 2018 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$7,315,000 → $15,790,000
- Reported investors46 → 93
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 28, 2018 | Amendment | $15,790,000 | $8,475,000vs Jan 31, 2018 | 93 | SEC filing |
| Jan 31, 2018 | Initial | $7,315,000 | No comparison | 46 | 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
- $30.3K
- Form D file number
- 021-304477
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Pioneer Financial Planning (92) Ltd | None | |
| Yoram Mehr | None | |
| Uzi Yadid | None | |
| Ira Lawrence | 2496781 | |
| Yagel Adoram | None |
Source: Form D, filed Mar 28, 2018. 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 XI, LLC
Investment adviser: HARBOR GROUP INTERNATIONAL, LLC
- Gross asset value
- $13.8M
- Beneficial owners
- 93
- ADV minimum commitment
- $75K
Reported in Form ADV on Jan 24, 2023. 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 1703177 · Jan 24, 2023 · Schedule D 7.B.(1), fund 805-9485141932
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 Xi | Director |
| Thomas Richard Litton | Director, Executive |
| Saul Lubetski | Director |
| Pinchas Mendlovic | Director |
| Jordan Eric Slone | Director |
| Carla R. Stoner | Director |
| David Joel Zwiebel | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Norfolk, VA, 23510