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SEC filing record
Primary Source · SEC.gov

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

Fund Vehicle2020 vintage506(b), 3(c)

Raised

$297M

Investors

77

Min Invest

None stated

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AltStreet Analysis

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Generated from EDGAR primary sources

Harbert United States Real Estate Fund VII, L.P. is a Delaware limited partnership managed by Harbert Management Corporation that has raised $296.9M from 77 investors under Rule 506(b) and Section 3(c) exemptions. This amended filing reflects a real estate pooled investment fund with no stated minimum investment and no sales commissions reported.

This real estate fund uses the standard institutional 506(b) exemption typical of private real estate commingled vehicles targeting accredited and qualified purchasers. The $3.9M average commitment size and 77-investor base are consistent with institutional and high-net-worth focused real estate fund structures in this capital formation tier.

Data Flags

executive officersMultiple director and executive officer roles listed across five individuals, indicating a multi-layered governance structure typical of institutional fund sponsors but worth noting for relationship mapping

Critical Disclosures

What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.

Reporting lapsed · Form D · last filing August 7, 2020

Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.

Timeline
Each line is a fact as filed. The history behind it, the same event across other issuers, and an alert on the next one:Open in the terminal Watch this issuer

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001784222
Entity NameHarbert United States Real Estate Fund VII, L.P.
ExemptionRule 506(b), Section 3(c), Section 3(c)(7)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(7) of the Investment Company Act: the fund is excluded from investment-company registration because every investor is a qualified purchaser, generally an individual with at least $5 million in investments or an institution with at least $25 million.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer Address2100 Third Avenue North, Suite 600, Birmingham, AL 35203
Phone(205) 987-5517
Industry / Fund TypePooled Investment Fund · Other Investment Fund
Investment Company ActExcluded under Section 3(c)(7) (qualified purchasers only)
Securities TypeEquity, Pooled Investment Fund
First Sale Date—
Filing DateAugust 7, 2020
Accession Number0001784222-20-000001
Total Offering Amount$800,000,000
Total Amount Sold$296,888,888
Amount Remaining$503,111,112
Total Investors77
Non-Accredited InvestorsYes
Minimum Investment$0 (no stated minimum)
Offering DurationIntended to last more than one year
Net Asset Value RangeDecline to Disclose
State (Issuer Address)AL
Amendment Count1 amendments filed

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

D/AAugust 7, 2020DAugust 7, 2019

Capital Raise Timeline

2 Form D filings from Aug 7, 2019 to Aug 7, 2020, the latest a D/A.

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Filing events

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none on file

Critical / warning

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Statements extracted

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none on file

NAV prints

0

none on file

Offering chains

1

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Fund family Part of the Harbert United States Real Estate Fund family: 3 vehicles across 3 generations · full family and the filing behind each link in the terminal

Investor

  • The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

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  • This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
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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

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.

HMC Investments, Inc.CRD 40581 on BrokerCheck

Associated broker-dealer: None · Birmingham, AL · Soliciting in AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WI

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

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is Harbert United States Real Estate Fund VII, L.P.?

Harbert United States Real Estate Fund VII, L.P. is a Delaware limited partnership that filed a Form D with the SEC on August 7, 2020 as a other investment 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 Harbert United States Real Estate Fund VII, L.P..

Is Harbert United States Real Estate Fund VII, L.P. legit?

AltStreet does not rate legitimacy; it reports the public record. Harbert United States Real Estate Fund VII, L.P. filed a Form D with the SEC on August 7, 2020 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 $296,888,888 sold to 77 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to Harbert United States Real Estate Fund VII, L.P., 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 Harbert United States Real Estate Fund VII, L.P. 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 Harbert United States Real Estate Fund VII, L.P. 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 Harbert United States Real Estate Fund VII, L.P. raised?

Harbert United States Real Estate Fund VII, L.P. reported $296,888,888 sold from 77 investors of a $800,000,000 total offering as of the Form D filed August 7, 2020.

Who can invest in Harbert United States Real Estate Fund VII, L.P.?

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 non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.

What is the minimum investment in Harbert United States Real Estate Fund VII, L.P.?

The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.

Who is selling Harbert United States Real Estate Fund VII, L.P. and how are they paid?

The Form D names HMC Investments, Inc. (CRD 40581), associated with None as the recipient of sales compensation soliciting in AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WI.

Who is behind Harbert United States Real Estate Fund VII, L.P.?

The Form D lists 7 related persons: [None] HARBERT U.S. REAL ESTATE FUND VII GP, LLC, executive officer (General Partner of the Issuer); [None] Harbert Management Corporation, executive officer (Manager of the General Partner of the Issuers); Jon-Paul Momsen, executive officer, director (Senior Managing Director of the General Partner of the Issuers); Todd N. Jordan, director (Managing Director of the General Partner of the Issuers); Adam A. Krug, director (Managing Director of the General Partner of the Issuers); John W. McCullough, executive officer (EVP and General Counsel of Harbert Management Corporation); J. Travis W. Pritchett, executive officer (SVP & Global Head of Real Assets of Harbert Management Corporation). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Harbert United States Real Estate Fund VII, L.P. located?

The issuer's address on its SEC filings is 2100 Third Avenue North, Suite 600, Birmingham, AL 35203. Its phone number of record is 2059875517. It is organized under the laws of Delaware.

How long is the Harbert United States Real Estate Fund VII, L.P. 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; 1 amendment is on record for this CIK.

How large is Harbert United States Real Estate Fund VII, L.P.?

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.