HF Core Series - HedgeForum Portfolios, LLC
Raised
$224M
Investors
65
Min Invest
$100,000
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AltStreet Analysis
·Generated from EDGAR primary sources
HF Core Series - HedgeForum Portfolios, LLC is a Delaware-organized pooled investment fund offering equity interests under Rule 506(b) and Section 3(c) exemptions. This amended filing reports $223.6M raised from 65 investors with a $100K minimum investment. The offering is promoted by iCapital Global Alternatives, LLC and European Investment Management Services, Inc., with Julie Gilbert and Robert Mautner serving as executive officers.
This multi-million-dollar alternative investment vehicle employs the standard 506(b)/3(c) exemption structure common to private investment funds, with a $100K minimum positioning it at the lower end of institutional-grade offerings. The 65-investor count and average check size of approximately $3.4M suggest a mix of accredited individual and smaller institutional participation typical of funds distributed through wealth management platforms.
Data Flags
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
AltStreet Coverage
Original reporting from AltStreet's daily EDGAR monitoring covering iCapital and its filings.
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Capital Raise Timeline
5 Form D filings from Nov 28, 2017 to Dec 29, 2025, the latest a D/A.
In the Terminal
Filing events
4
latest Dec 29, 2025
Critical / warning
0 / 1
1 watch · 2 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
raising
Latest event Sold increase · Dec 29, 2025
SEC.govInvestor
- The dated record: 41 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 4 filing events with values and deltas, latest 2025-12-29, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Adviser of Record (Form ADV)
CRD 177513 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a other private fund
Auditor named on Form ADV: PricewaterhouseCoopers LLP · PCAOB-registered per the adviser
From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Item 3 changed on the Form D filed 2025-12-29: 1 related person added and 1 removed against the filing of 2024-04-19; 4 now listed. The names are in the Terminal feed.
- iCapital Global Alternatives, LLC
Promoter · New York, NY
n/a European Investment Management Services, Inc.
Promoter · New York, NY
Julie Gilbert
Executive Officer · New York, NY
Robert Mautner
Executive Officer · New York, NY
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Citigroup Global Markets Inc.CRD 7059 on BrokerCheck
Associated broker-dealer: None · New York, NY · Soliciting in all states
Citi Private Alternatives, LLCCRD 153777 on BrokerCheck
Associated broker-dealer: None · New York, NY · Soliciting in all states and outside the United States
Questions About HF Core Series - HedgeForum Portfolios, LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is HF Core Series - HedgeForum Portfolios, LLC?
HF Core Series - HedgeForum Portfolios, LLC is a Delaware limited liability company that filed a Form D with the SEC on December 29, 2025 as a hedge fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of equity and pooled investment fund interests. AltStreet links the issuer to iCapital.
Is HF Core Series - HedgeForum Portfolios, LLC legit?
AltStreet does not rate legitimacy; it reports the public record. HF Core Series - HedgeForum Portfolios, LLC filed a Form D with the SEC on December 29, 2025 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $223,636,648 sold to 65 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to iCapital, which AltStreet has reviewed. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is HF Core Series - HedgeForum Portfolios, LLC registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that HF Core Series - HedgeForum Portfolios, LLC claimed Rule 506(b), Section 3(c), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has HF Core Series - HedgeForum Portfolios, LLC raised?
HF Core Series - HedgeForum Portfolios, LLC reported $223,636,648 sold from 65 investors in an offering of indefinite size as of the Form D filed December 29, 2025.
Who can invest in HF Core Series - HedgeForum Portfolios, LLC?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000.
What is the minimum investment in HF Core Series - HedgeForum Portfolios, LLC?
The Form D lists $100,000 as the minimum investment accepted from any outside investor as of December 29, 2025. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling HF Core Series - HedgeForum Portfolios, LLC and how are they paid?
The Form D names Citigroup Global Markets Inc. (CRD 7059), associated with None; Citi Private Alternatives, LLC (CRD 153777), associated with None as recipients of sales compensation soliciting in all states. Sales commissions are reported as $141,280 and finders' fees as $0. Form D allows these to be estimates.
Who is behind HF Core Series - HedgeForum Portfolios, LLC?
The Form D lists 4 related persons: iCapital Global Alternatives, LLC, promoter (Investment Manager of the Issuer); European Investment Management Services, Inc., promoter (Managing Member of the Issuer); Julie A. Gilbert, executive officer (President of the Managing Member of the Issuer); Robert S. Mautner, executive officer (Vice President of the Managing Member of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is HF Core Series - HedgeForum Portfolios, LLC located?
The issuer's address on its SEC filings is 388 Greenwich Street, 29th Floor, New York, NY 10013. Its phone number of record is (212) 559-1000. It is organized under the laws of Delaware.
How long is the HF Core Series - HedgeForum Portfolios, LLC offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 4 amendments are on record for this CIK.
How large is HF Core Series - HedgeForum Portfolios, LLC?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.