Capital Flow Monitor · Sponsors · CIK 1731982
HERZER FINANCIAL MORTGAGE FUND, LLC
2714 V STREET, SACRAMENTO, CA, 95818 · 916-617-2221
REITS and Finance · Limited Liability Company· inc. CALIFORNIA true
Fit score
12
- industry:REITS and Finance+8
- people+4
Offering
$250.0M
Sold
$68.0M
% sold
27.2%
Investors
303
Min investment
$5K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-09-11 | D/A ·current | 506(b) | $250.0M | $68.0M | 27.2% | 303 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- Adham Sbeih — Executive Officer / Director / Promoter, SACRAMENTO, CA
- Paul Cotter — Executive Officer / Director / Promoter, SACRAMENTO, CA
- Tony Ingoglia — Executive Officer / Director / Promoter, SACRAMENTO, CA
- Roy Malone — Executive Officer / Director / Promoter, Sacramento, CA
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.