HEI Opportunity Fund LLC — Form D
HEI Opportunity Fund LLC of SHAKER HEIGHTS, OH, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2023-04-18. The offering totals $15.0M, of which $2.8M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2023-04-18
- Form: D
- Accession: 0001974181-23-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Total offering: $15.0M
- Amount sold: $2.8M
- Remaining: $12.3M
- Minimum investment: $25K
- Investors: 14
- Date of first sale: 2023-03-30
- Security types: equity, fund interests
- Revenue range: Decline to Disclose
- SEC file number: 021-479285
Issuer
- Name: HEI Opportunity Fund LLC
- CIK: 0001974181
- Entity type: Limited Liability Company
- Jurisdiction: OHIO
- Incorporated: 2023
- Address: 3401 TUTTLE ROAD, SHAKER HEIGHTS, OH, 44122
- Phone: 216-491-3990
Officers, directors & promoters (4)
| Name | Role | Location |
|---|
| Christine L Jemison | Director | Shaker Heights, OH |
| Terence C Sullivan | Director | Shaker Heights, OH |
| Christine L Jemison | Executive Officer | Shaker Heights, OH |
| Terence C Sullivan | Executive Officer | Shaker Heights, OH |
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