AltMountain

Hfi IX LLC

Newport Beach, CA · CIK 1629248
Status: no Form D since Dec 2014. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Hfi IX LLC is a real estate fund based in Newport Beach, California. According to its most recent Form D, filed Dec 30, 2014, it has sold $125,000 of interests to 125 investors since its first sale in Dec 2014. The minimum investment it accepts from an outside investor is $1,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include John Lee; Jennifer Bridwell; John Haymes.

Total raised
$125,000Cumulative sales reported on Form D
Investors
125
First sale
Dec 16, 2014
Minimum investment
$1,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
John Lee; Jennifer Bridwell; John Haymes
Latest Form D
Dec 30, 2014

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Hfi IX LLC

What is the minimum investment for Hfi IX LLC?

According to its latest Form D, filed Dec 30, 2014, the minimum investment Hfi IX LLC accepts from an outside investor is $1,000.

Who can invest in Hfi IX LLC?

Hfi IX LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has Hfi IX LLC raised?

Hfi IX LLC reports $125,000 sold from 125 investors on its Form D filed Dec 30, 2014. This is cumulative sales since the offering began, not current assets or performance.

Where is Hfi IX LLC based?

Hfi IX LLC is based in Newport Beach, California.

When did Hfi IX LLC launch?

Hfi IX LLC reports its first sale in Dec 2014.

Size compared with every real estate fund

Raised more than 31% of the 1,095 real estate funds based in California, and more than 8% of all 7,349 that report sales.

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