Data / Form D filings / HERZER FINANCIAL MORTGAGE FUND, LLC
HERZER FINANCIAL MORTGAGE FUND, LLC: Form D filing
HERZER FINANCIAL MORTGAGE FUND, LLC, a real estate finance company in Sacramento, CA, filed a Form D with the SEC in 2026. The latest, on September 30, 2026, reports $76.4 million sold of a $250 million offering to 343 investors.
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Company details from the filing
- Address
- 2714 V STREET, Sacramento, CA, 95818
- Phone
- (916) 617-2221
- Industry
- REITS and Finance
- Entity type
- Limited Liability Company
- Incorporated in
- California
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1731982
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 30 | Amendment | $250,000,000 | $76,441,286 | $173,558,714 | 343 | Oct 4 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Adham Sbeih | Executive Officer, Director, Promoter | President and CEO of Socotra Management, Inc. |
| Paul Cotter | Executive Officer, Director, Promoter | Chief Operating Officer of Socotra Management, Inc. |
| Tony Ingoglia | Executive Officer, Director, Promoter | Chief Strategy Officer of Socotra Management, Inc. |
| Roy Malone | Executive Officer, Director, Promoter | President |
Other real estate finance companies in California that filed recently
- PROVIDENT MORTGAGE TRUST INC $87.5 million · Oct 15
- San Bruno EB-5 Fund LLC offering · Oct 9
- SOCOTRA OPPORTUNITY FUND, LLC $59.8 million · Oct 6
- SOCOTRA FUND, LLC $257.5 million · Oct 6
- BR Coinvest RT, LLC $125,000 · Oct 5
- Equity Partners II, Inc. $1.3 million · Oct 5
Every Form D from the week of Sep 28 · All recent filings in California · All recent REITS and Finance filings
Read from SEC EDGAR. Amount sold is what HERZER FINANCIAL MORTGAGE FUND, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.