Form D · Residential
HEI Investment Fund, LLC
Park City, UT · CIK 0002059985
Offering snapshot reported Oct 6, 2026 · SEC filing
- Reported sold
- $3.08M Offering amount: $100M
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Oct 4, 2024 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$2,425,000 → $3,075,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 6, 2026 | Amendment | $3,075,000 | $650,000vs Mar 11, 2025 | 7 | SEC filing |
| Mar 11, 2025 | Initial | $2,425,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Equity, Debt
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-540423
The amount sold is a sum of equity and debt investors.
Source: Form D, filed Oct 6, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Douglas Kobak | Executive |
| Mark Waters | Executive |
Issuer details
Industry: Residential (See others in industry)
Address:Park City, UT, 84098
Phone: 6108288288