# HERZER FINANCIAL MORTGAGE FUND, LLC — Form D

HERZER FINANCIAL MORTGAGE FUND, LLC of SACRAMENTO, CA, a company, filed a Form D exempt-offering notice with the SEC on 2023-10-16. The offering totals $250.0M, of which $54.6M was reported sold. Industry: Other Real Estate.

## Offering

- Filed: 2023-10-16
- Form: D
- Accession: 0001731982-23-000003
- Industry: Other Real Estate
- Exemptions: 06b
- Total offering: $250.0M
- Amount sold: $54.6M
- Remaining: $195.4M
- Minimum investment: $5K
- Investors: 209
- Date of first sale: 2004-10-04
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-494753

## Issuer

- Name: HERZER FINANCIAL MORTGAGE FUND, LLC
- CIK: 0001731982
- Entity type: Limited Liability Company
- Jurisdiction: CALIFORNIA
- Address: 2714 V STREET, SACRAMENTO, CA, 95818
- Phone: 916-617-2221

## Officers, directors & promoters (18)

| Name | Role | Location |
| --- | --- | --- |
| Nancy Gann | Director | Sacramento, CA |
| David Herzer | Director | Sacramento, CA |
| Nancy Gann | Executive Officer | Sacramento, CA |
| David Herzer | Executive Officer | Sacramento, CA |
| Nancy Gann | Promoter | Sacramento, CA |
| David Herzer | Promoter | Sacramento, CA |
| Adham Sbeih | Director | SACRAMENTO, CA |
| Adham Sbeih | Executive Officer | SACRAMENTO, CA |
| Adham Sbeih | Promoter | SACRAMENTO, CA |
| Paul Cotter | Director | SACRAMENTO, CA |
| Paul Cotter | Executive Officer | SACRAMENTO, CA |
| Paul Cotter | Promoter | SACRAMENTO, CA |
| Tony Ingoglia | Director | SACRAMENTO, CA |
| Tony Ingoglia | Executive Officer | SACRAMENTO, CA |
| Tony Ingoglia | Promoter | SACRAMENTO, CA |
| Roy Malone | Director | Sacramento, CA |
| Roy Malone | Executive Officer | Sacramento, CA |
| Roy Malone | Promoter | Sacramento, CA |

## Other filings by this issuer (2)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-09-11](https://search.stillhousedata.com/formd/0001731982-25-000002) | D/A | $250.0M | $68.0M |
| [2024-10-10](https://search.stillhousedata.com/formd/0001731982-24-000002) | D/A | $250.0M | $59.9M |

## More

- [CIK 1731982 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1731982&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001731982-23-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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