Capital Flow Monitor · Sponsors · CIK 2111459
HGI Investment Grade Bond Fund, LP
999 WATERSIDE DRIVE, NORFOLK, VA, 23510 · 757-640-0800
Pooled Investment Fund / Private Equity Fund · Limited Partnership· inc. DELAWARE true 2025
Fit score
—
Offering
—
Sold
$17.1M
% sold
—
Investors
22
Min investment
$25K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-05-21 | D ·current | 506(b) | — | $17.1M | — | 22 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
Jordan Eric Slone — Executive Officer, Norfolk, VA
11 other raises
- TN-FL-MI Portfolio Holdings, LP $6.6M of $6.6M · 100.0%
- HGI Opportunity Fund XX, LP $160.6M of $161.3M · 99.5%
- 51 W. Holdings 2025, LP $1.2M of $1.2M · 100.0%
- Harbor Group International Real Estate Securities Fund, L.P. $68.1M of —
- New England 5 Select, LP $14.4M of $14.4M · 100.0%
- New England 5 Holdings, LP $6.3M of $6.3M · 100.0%
- Southern Portfolio Select, LP $9.6M of $9.6M · 100.0%
- Southern Portfolio Holdings, LP $4.0M of $4.0M · 100.0%
- Kendrick Holdings, LP $0 of $2.7M · 0.0%
- Canyon Falls Holdings, LP $0 of $1.6M · 0.0%
- HGI Multifamily Credit Fund II, LP $586.1M of $1.75B · 33.5%
-
Thomas Richard Litton, Jr. — Executive Officer, Norfolk, VA
11 other raises
- TN-FL-MI Portfolio Holdings, LP $6.6M of $6.6M · 100.0%
- HGI Opportunity Fund XX, LP $160.6M of $161.3M · 99.5%
- 51 W. Holdings 2025, LP $1.2M of $1.2M · 100.0%
- Harbor Group International Real Estate Securities Fund, L.P. $68.1M of —
- New England 5 Select, LP $14.4M of $14.4M · 100.0%
- New England 5 Holdings, LP $6.3M of $6.3M · 100.0%
- Southern Portfolio Select, LP $9.6M of $9.6M · 100.0%
- Southern Portfolio Holdings, LP $4.0M of $4.0M · 100.0%
- Kendrick Holdings, LP $0 of $2.7M · 0.0%
- Canyon Falls Holdings, LP $0 of $1.6M · 0.0%
- HGI Multifamily Credit Fund II, LP $586.1M of $1.75B · 33.5%
-
Saul Lubetski — Executive Officer, New York, NY
11 other raises
- TN-FL-MI Portfolio Holdings, LP $6.6M of $6.6M · 100.0%
- HGI Opportunity Fund XX, LP $160.6M of $161.3M · 99.5%
- 51 W. Holdings 2025, LP $1.2M of $1.2M · 100.0%
- Harbor Group International Real Estate Securities Fund, L.P. $68.1M of —
- New England 5 Select, LP $14.4M of $14.4M · 100.0%
- New England 5 Holdings, LP $6.3M of $6.3M · 100.0%
- Southern Portfolio Select, LP $9.6M of $9.6M · 100.0%
- Southern Portfolio Holdings, LP $4.0M of $4.0M · 100.0%
- Kendrick Holdings, LP $0 of $2.7M · 0.0%
- Canyon Falls Holdings, LP $0 of $1.6M · 0.0%
- HGI Multifamily Credit Fund II, LP $586.1M of $1.75B · 33.5%
-
Jay Zwiebel — Executive Officer, Norfolk, VA
10 other raises
- TN-FL-MI Portfolio Holdings, LP $6.6M of $6.6M · 100.0%
- HGI Opportunity Fund XX, LP $160.6M of $161.3M · 99.5%
- 51 W. Holdings 2025, LP $1.2M of $1.2M · 100.0%
- New England 5 Select, LP $14.4M of $14.4M · 100.0%
- New England 5 Holdings, LP $6.3M of $6.3M · 100.0%
- Southern Portfolio Select, LP $9.6M of $9.6M · 100.0%
- Southern Portfolio Holdings, LP $4.0M of $4.0M · 100.0%
- Kendrick Holdings, LP $0 of $2.7M · 0.0%
- Canyon Falls Holdings, LP $0 of $1.6M · 0.0%
- HGI Multifamily Credit Fund II, LP $586.1M of $1.75B · 33.5%
-
Carla Ramey Stoner — Executive Officer, Norfolk, VA
11 other raises
- TN-FL-MI Portfolio Holdings, LP $6.6M of $6.6M · 100.0%
- HGI Opportunity Fund XX, LP $160.6M of $161.3M · 99.5%
- 51 W. Holdings 2025, LP $1.2M of $1.2M · 100.0%
- Harbor Group International Real Estate Securities Fund, L.P. $68.1M of —
- New England 5 Select, LP $14.4M of $14.4M · 100.0%
- New England 5 Holdings, LP $6.3M of $6.3M · 100.0%
- Southern Portfolio Select, LP $9.6M of $9.6M · 100.0%
- Southern Portfolio Holdings, LP $4.0M of $4.0M · 100.0%
- Kendrick Holdings, LP $0 of $2.7M · 0.0%
- Canyon Falls Holdings, LP $0 of $1.6M · 0.0%
- HGI Multifamily Credit Fund II, LP $586.1M of $1.75B · 33.5%
-
Pinchas Mendlovic — Executive Officer, Norfolk, VA
10 other raises
- TN-FL-MI Portfolio Holdings, LP $6.6M of $6.6M · 100.0%
- HGI Opportunity Fund XX, LP $160.6M of $161.3M · 99.5%
- 51 W. Holdings 2025, LP $1.2M of $1.2M · 100.0%
- New England 5 Select, LP $14.4M of $14.4M · 100.0%
- New England 5 Holdings, LP $6.3M of $6.3M · 100.0%
- Southern Portfolio Select, LP $9.6M of $9.6M · 100.0%
- Southern Portfolio Holdings, LP $4.0M of $4.0M · 100.0%
- Kendrick Holdings, LP $0 of $2.7M · 0.0%
- Canyon Falls Holdings, LP $0 of $1.6M · 0.0%
- HGI Multifamily Credit Fund II, LP $586.1M of $1.75B · 33.5%
-
Jacob Ian Slone — Executive Officer, Norfolk, VA
10 other raises
- TN-FL-MI Portfolio Holdings, LP $6.6M of $6.6M · 100.0%
- HGI Opportunity Fund XX, LP $160.6M of $161.3M · 99.5%
- 51 W. Holdings 2025, LP $1.2M of $1.2M · 100.0%
- New England 5 Select, LP $14.4M of $14.4M · 100.0%
- New England 5 Holdings, LP $6.3M of $6.3M · 100.0%
- Southern Portfolio Select, LP $9.6M of $9.6M · 100.0%
- Southern Portfolio Holdings, LP $4.0M of $4.0M · 100.0%
- Kendrick Holdings, LP $0 of $2.7M · 0.0%
- Canyon Falls Holdings, LP $0 of $1.6M · 0.0%
- HGI Multifamily Credit Fund II, LP $586.1M of $1.75B · 33.5%
-
Christopher Roger Gruszczynski — Executive Officer, New York, NY
11 other raises
- TN-FL-MI Portfolio Holdings, LP $6.6M of $6.6M · 100.0%
- HGI Opportunity Fund XX, LP $160.6M of $161.3M · 99.5%
- 51 W. Holdings 2025, LP $1.2M of $1.2M · 100.0%
- Harbor Group International Real Estate Securities Fund, L.P. $68.1M of —
- New England 5 Select, LP $14.4M of $14.4M · 100.0%
- New England 5 Holdings, LP $6.3M of $6.3M · 100.0%
- Southern Portfolio Select, LP $9.6M of $9.6M · 100.0%
- Southern Portfolio Holdings, LP $4.0M of $4.0M · 100.0%
- Kendrick Holdings, LP $0 of $2.7M · 0.0%
- Canyon Falls Holdings, LP $0 of $1.6M · 0.0%
- HGI Multifamily Credit Fund II, LP $586.1M of $1.75B · 33.5%
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.