SEC filing record
Primary Source · SEC.gov

HLV Generation Fund LLC

Fund Vehicle2023 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

$3M

Investors

29

Min Invest

$15,000

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

HLV Generation Fund LLC is a Delaware limited liability company that first filed a Form D on February 28, 2023 and most recently amended it on April 4, 2023, describing itself as a private equity fund. The offering claims Rule 506(b) and covers pooled investment fund interests. HLV Generation Fund LLC reported $2,909,546 sold from 29 investors in an offering of indefinite size as of the Form D filed April 4, 2023. 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 $15,000. The Form D names HLV Ventures LLC, associated with None as the recipient of sales compensation soliciting in AL, AR, CA, FL, IN, MN, MS, NC, TX, WI. The issuer's address of record is 548 West Jericho Tpke, Smithtown, NY 11787.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001967401
Entity NameHLV Generation Fund LLC
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 Liability Company
Jurisdiction of OrganizationDelaware
Issuer Address548 West Jericho Tpke, Smithtown, NY 11787
Phone(631) 780-5858
Industry / Fund TypePooled Investment Fund · Private Equity Fund
Securities TypePooled investment fund interests
First Sale DateNot yet occurred (as filed)
Filing DateApril 4, 2023
Accession Number0001967401-23-000004
Total Offering AmountIndefinite
Total Amount Sold$2,909,546
Total Investors29
Non-Accredited InvestorsNone
Minimum Investment$15,000
Offering DurationOne year or less
Revenue RangeNo Revenues
State (Issuer Address)NY
Amendment Count4 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 HLV Generation Fund family: 4 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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Adviser of Record (Form ADV)

Hlv Ventures

CRD 332979 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a private equity fund

Auditor named on Form ADV: Lilling & Company 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.

kevin f donaldson

Executive Officer · smithtown, 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.

HLV Ventures LLC

Associated broker-dealer: None · smithtown, NY · Soliciting in AL, AR, CA, FL, IN, MN, MS, NC, TX, WI

Questions About HLV Generation Fund LLC

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

What is HLV Generation Fund LLC?

HLV Generation Fund LLC is a Delaware limited liability company that filed a Form D with the SEC on April 4, 2023 as a private equity fund. The filing claims Rule 506(b) for an offering of pooled investment fund interests.

Is HLV Generation Fund LLC legit?

AltStreet does not rate legitimacy; it reports the public record. HLV Generation Fund LLC filed a Form D with the SEC on April 4, 2023 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 $2,909,546 sold to 29 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 HLV Generation Fund 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 HLV Generation Fund LLC 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 HLV Generation Fund LLC raised?

HLV Generation Fund LLC reported $2,909,546 sold from 29 investors in an offering of indefinite size as of the Form D filed April 4, 2023.

Who can invest in HLV Generation Fund 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. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $15,000.

What is the minimum investment in HLV Generation Fund LLC?

The Form D lists $15,000 as the minimum investment accepted from any outside investor as of April 4, 2023. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling HLV Generation Fund LLC and how are they paid?

The Form D names HLV Ventures LLC, associated with None as the recipient of sales compensation soliciting in AL, AR, CA, FL, IN, MN, MS, NC, TX, WI.

Who is behind HLV Generation Fund LLC?

The Form D lists 1 related person: kevin f donaldson, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is HLV Generation Fund LLC located?

The issuer's address on its SEC filings is 548 West Jericho Tpke, Smithtown, NY 11787. Its phone number of record is 6317805858. It is organized under the laws of Delaware.

How long is the HLV Generation Fund LLC 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; 3 amendments are on record for this CIK.

How large is HLV Generation Fund LLC?

The Form D reports a revenue range of No Revenues.

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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.