Capital Flow Monitor · Sponsors · CIK 2029919
Harmonic Investors LLC Equity Income Plus
8889 PELICAN BAY BLVD., SUITE 500, NAPLES, FL, 34109 · 239-254-2500
Pooled Investment Fund / Other Investment Fund · Limited Liability Company· inc. DELAWARE true 2024
Fit score
—
Offering
—
Sold
$12.6M
% sold
—
Investors
12
Min investment
$500K
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-08-12 | D/A ·current | 506(c) | — | $12.6M | — | 12 | EDGAR ↗ |
| 2026-03-04 | D/A | 506(c) | — | $11.6M | — | 11 | EDGAR ↗ |
| 2026-01-21 | D/A | 506(c) | — | $10.2M | — | 10 | EDGAR ↗ |
| 2025-08-13 | D/A | 506(c) | — | $8.9M | — | 10 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
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Chad D Atkins — Director, Naples, FL
3 other raises
- Harmonic Investors LLC Real Assets Income Fund $11.3M of —
- Harmonic Investors LLC Hedged Partners Fund $5.8M of —
- Harmonic Investors LLC Opportunity Partners Fund $5.8M of —
-
Jeff M Fortier — Director, Naples, FL
4 other raises
- Harmonic Investors LLC Real Assets Income Fund $11.3M of —
- Harmonic Investors LLC Hedged Partners Fund $5.8M of —
- Harmonic Investors LLC Opportunity Partners Fund $5.8M of —
- Harmonic Investors LLC Fund I $53.4M of —
-
Jano P Janoyan — Director, Naples, FL
2 other raises
- Harmonic Investors LLC Real Assets Income Fund $11.3M of —
- Harmonic Investors LLC Opportunity Partners Fund $5.8M of —
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.