HERZER FINANCIAL MORTGAGE REIT LLC

Profile

Company Names

HERZER FINANCIAL MORTGAGE REIT LLC

Addresses

2208 29TH STREET, SUITE 100, SACRAMENTO, CA 95817

Phone Numbers

916-617-2221

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

REITS AND FINANCE

Year Incorporated:

2023

State Incorporated:

DELAWARE

Total Amount Raised:

$0.00

Number of Funding Rounds:

1
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
1
2023-10-30 
$0.00 
$125,000.00 
$125,000.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
PAUL 
 
COTTER 
EXECUTIVE OFFICER, DIRECTOR, PROMOTER
SOCOTRA OPPORTUNITY FUND, LLC   |  SOCOTRA OPPORTUNITY REIT I LLC   |  HERZER FINANCIAL MORTGAGE FUND, LLC   |  HERZER FINANCIAL MORTGAGE REIT LLC   |  HFS FUND IV, LLC   |  SOCOTRA OPPORTUNITY REIT II LLC   |  SOCOTRA FUND, LLC   |  SOCOTRA OPPORTUNITY FUND II LLC
NANCY 
 
GANN 
EXECUTIVE OFFICER, DIRECTOR, PROMOTER
HERZER FINANCIAL MORTGAGE FUND, LLC   |  HERZER FINANCIAL MORTGAGE REIT LLC   |  HFS FUND IV, LLC   |  SOCOTRA OPPORTUNITY FUND, LLC   |  SOCOTRA FUND, LLC
DAVID 
K. 
HERZER 
EXECUTIVE OFFICER, DIRECTOR, PROMOTER
HERZER FINANCIAL MORTGAGE REIT LLC   |  SOCOTRA OPPORTUNITY FUND, LLC   |  SOCOTRA FUND, LLC
TONY 
 
INGOGLIA 
EXECUTIVE OFFICER, DIRECTOR, PROMOTER
SOCOTRA OPPORTUNITY FUND, LLC   |  SOCOTRA OPPORTUNITY REIT I LLC   |  HERZER FINANCIAL MORTGAGE FUND, LLC   |  HERZER FINANCIAL MORTGAGE REIT LLC   |  HFS FUND IV, LLC   |  SOCOTRA FUND, LLC
ADHAM 
 
SBEIH 
EXECUTIVE OFFICER, DIRECTOR, PROMOTER
SOCOTRA FUND LLC   |  SOCOTRA OPPORTUNITY FUND, LLC   |  SOCOTRA FUND, LLC   |  SOCOTRA OPPORTUNITY REIT I LLC   |  HERZER FINANCIAL MORTGAGE FUND, LLC   |  HERZER FINANCIAL MORTGAGE REIT LLC   |  HFS FUND IV, LLC   |  SOCOTRA OPPORTUNITY REIT II LLC   |  SOCOTRA OPPORTUNITY FUND II LLC
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2023-11-29
D
Link
REITS AND FINANCE 
 
DECLINE TO DISCLOSE 
Equity 
2023-10-30 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
H + L EQUITIES, LLC
113794
CHARLES B. HARRISON
307155
H + L EQUITIES, LLC
113794
SCOTT HARRISON
4981070
H + L EQUITIES, LLC
113794
PATRICK J. WHELCHEL
5389090
H + L EQUITIES, LLC
113794
LORI MAYFIELD
4899271