SEC filing record
Primary Source · SEC.gov

HGI Opportunity Fund XV, LP

2021 vintageRule 506(b)Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

Raised

$294M

Investors

1,029

Min Invest

$6,225

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

HGI Opportunity Fund XV, LP is a Delaware limited partnership that first filed a Form D on February 5, 2021 and most recently amended it on May 7, 2021 in the Commercial industry group. The offering claims Rule 506(b) and covers equity. HGI Opportunity Fund XV, LP reported $293,805,000 sold from 1,029 investors of a $300,000,000 total offering as of the Form D filed May 7, 2021. 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. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $6,225. The Form D names Yacha Sutton, associated with None; Pioneer, associated with None; Lighthouse Financial Solutions Ltd., associated with None; Yoram Mehr, associated with None and 6 others as recipients of sales compensation soliciting in FL, MI, NY. The issuer's address of record is 999 Waterside Drive, Suite 2300, Norfolk, VA 23510.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001844010
Entity NameHGI Opportunity Fund XV, LP
ExemptionRule 506(b)
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.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer Address999 Waterside Drive, Suite 2300, Norfolk, VA 23510
Phone(757) 640-0800
Industry / Fund TypeCommercial
Securities TypeEquity
First Sale DateJanuary 22, 2021
Filing DateMay 7, 2021
Accession Number0001844010-21-000002
Total Offering Amount$300,000,000
Total Amount Sold$293,805,000
Amount Remaining$6,195,000
Total Investors1,029
Non-Accredited InvestorsNone
Minimum Investment$6,225
Offering DurationOne year or less
Revenue RangeOver $100,000,000
State (Issuer Address)VA
Amendment Count2 filings on record

Filings on Record

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

In the Terminal

Filing events

0

none on file

Critical / warning

0 / 0

0 watch · 0 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

lapsed

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Fund family Part of the HGI Opportunity Fund family: 11 vehicles across 11 generations · full family and the filing behind each link in the terminal

Investor

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  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

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Related Persons (Form D)

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

Managing Co. GP, LLC Fund XV

Director · Norfolk, VA

General Partner of General Partner of Issuer

GP, LP HGI Opportunity Fund XV

Director · Norfolk, VA

General Partner of Issuer

Jordan E. Slone

Director · Norfolk, VA

Manager of Fund XV Managing Co. GP, LLC

Thomas Richard Litton, Jr.

Executive Officer, Director · Norfolk, VA

Manager and Vice President of Fund XV Managing Co. GP, LLC

Saul Richard Lubetski

Director · New York, NY

Manager of Fund XV Managing Co. GP, LLC

Jay Richard Zwiebel

Director · New York, NY

Manager of Fund XV Managing Co. GP, LLC

Jacob Richard Slone

Director · Baltimore, MD

Manager of Fund XV Managing Co. GP, LLC

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.

Yacha Sutton

Associated broker-dealer: None · Tel-Aviv, L3 · Soliciting in FL, MI, NY

Pioneer

Associated broker-dealer: None · Aventura, FL and outside the United States

Lighthouse Financial Solutions Ltd.

Associated broker-dealer: None · Ramat Gan, L3 and outside the United States

Yoram Mehr

Associated broker-dealer: None · Tel Aviv, L3 · Soliciting in DE, NJ and outside the United States

Aday Properties Ltd.

Associated broker-dealer: None · Ra?anana, L3 · Soliciting in DE

David Turner

Associated broker-dealer: None · Jerusalem, L3 · Soliciting in NJ, NY

Baruch Labinsky

Associated broker-dealer: None · Ramat Beit Shemesh, L3 · Soliciting in NJ and outside the United States

Rifka Lebowitz

Associated broker-dealer: None · Neve Michael, L3 and outside the United States

Fidelis

Associated broker-dealer: None · 1211 Geneve 73, V8 and outside the United States

Uzi Yadid

Associated broker-dealer: None · Ramat-Gan, L3 and outside the United States

Questions About HGI Opportunity Fund XV, LP

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

What is HGI Opportunity Fund XV, LP?

HGI Opportunity Fund XV, LP is a Delaware limited partnership that filed a Form D with the SEC on May 7, 2021 in the Commercial industry group. The filing claims Rule 506(b) for an offering of equity.

Is HGI Opportunity Fund XV, LP legit?

AltStreet does not rate legitimacy; it reports the public record. HGI Opportunity Fund XV, LP filed a Form D with the SEC on May 7, 2021 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $293,805,000 sold to 1,029 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. 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 HGI Opportunity Fund XV, LP 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 HGI Opportunity Fund XV, LP claimed Rule 506(b) 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 HGI Opportunity Fund XV, LP raised?

HGI Opportunity Fund XV, LP reported $293,805,000 sold from 1,029 investors of a $300,000,000 total offering as of the Form D filed May 7, 2021.

Who can invest in HGI Opportunity Fund XV, LP?

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. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $6,225.

What is the minimum investment in HGI Opportunity Fund XV, LP?

The Form D lists $6,225 as the minimum investment accepted from any outside investor as of May 7, 2021. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling HGI Opportunity Fund XV, LP and how are they paid?

The Form D names Yacha Sutton, associated with None; Pioneer, associated with None; Lighthouse Financial Solutions Ltd., associated with None; Yoram Mehr, associated with None and 6 others as recipients of sales compensation soliciting in FL, MI, NY.

Who is behind HGI Opportunity Fund XV, LP?

The Form D lists 7 related persons: Managing Co. GP, LLC Fund XV, director (General Partner of General Partner of Issuer); GP, LP HGI Opportunity Fund XV, director (General Partner of Issuer); Jordan E. Slone, director (Manager of Fund XV Managing Co. GP, LLC); Thomas Richard Litton, Jr., executive officer, director (Manager and Vice President of Fund XV Managing Co. GP, LLC); Saul Richard Lubetski, director (Manager of Fund XV Managing Co. GP, LLC); Jay Richard Zwiebel, director (Manager of Fund XV Managing Co. GP, LLC); Jacob Richard Slone, director (Manager of Fund XV Managing Co. GP, LLC). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is HGI Opportunity Fund XV, LP located?

The issuer's address on its SEC filings is 999 Waterside Drive, Suite 2300, Norfolk, VA 23510. Its phone number of record is 7576400800. It is organized under the laws of Delaware.

How long is the HGI Opportunity Fund XV, LP offering open?

The issuer indicated that the offering is not 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.

What is HGI Opportunity Fund XV, LP's revenue?

The Form D reports a revenue range of Over $100,000,000.

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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.