Get premium alternative investment insights

Get the Briefing
AltStreet
EDGAR Verified
Primary Source · SEC.gov

Harbert United States Real Estate Fund VII, L.P.

CIK 0001784222Fund Vehicle2020 vintage506(b), 3(c)
Harbert United States Real Estate Fund VII, L.P.

Raised

$297M

Investors

77

Min Invest

$0

AltStreet Analysis

·

Generated from EDGAR primary sources

Harbert United States Real Estate Fund VII, L.P. is a Delaware limited partnership filed by Harbert Management Corporation that has raised $296.9 million from 77 investors under Rule 506(b) and Section 3(c) exemptions. This is an amended filing for a pooled investment fund focused on real estate with no stated minimum investment. The fund is managed by Harbert U.S. Real Estate Fund VII GP, LLC with executives including Jon-Paul Momsen, John McCullough, and J. Travis Pritchett.

This real estate fund operates under the standard 506(b) private placement exemption typical for institutional-grade real estate funds, but unusually lists no minimum investment despite the $296.9M raise and relatively small investor count of 77 (average check size of ~$3.9M). Most funds of this scale and investor profile maintain minimums in the $250K-$1M+ range to maintain accredited investor composition.

Data Flags

minimum_investment$0 stated minimum investment on a $296.9M raise with only 77 investors, resulting in ~$3.9M average check size, suggesting institutional or high-net-worth placement despite no documented barrier to entry
generalAmendment filing with substantial capital already raised but no sales commission structure disclosed despite 506(b) exemption allowing broker involvement

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001784222
Entity NameHarbert United States Real Estate Fund VII, L.P.
Exemption506(b), 3(c)
First Sale Date—
Filing DateAugust 7, 2020
Accession Number0001784222-20-000001
Total Amount Sold$297M
Total Investors77
Minimum Investment$0 (no stated minimum)
Securities TypeEquity, Pooled Investment Fund
State of IncorporationNot specified
Amendment CountOriginal filing only

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

[None] HARBERT U.S. REAL ESTATE FUND VII GP, LLC

Executive Officer · Birmingham, AL

[None] Harbert Management Corporation

Executive Officer · Birmingham, AL

Jon-Paul Momsen

Executive Officer, Director · San Francisco, CA

Todd Jordan

Director · Birmingham, AL

Adam Krug

Director · Dallas, TX

John McCullough

Executive Officer · Birmingham, AL

J. Travis Pritchett

Executive Officer · Birmingham, AL

Is this your offering?

Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.

Claim Profile — FreeGet Verified — $2,400/yr

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. AltStreet analysis (summaries, flags, category context) is generated by Claude from this primary source data and reviewed for accuracy. Platform-provided information (if present) is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. EDGAR data is verified read-only — platforms may request factual corrections for demonstrable inaccuracies by contacting research@altstreet.investments. This page does not constitute investment advice.