AltMountain

Heart Capital Fund, LLLP

Wheaton, IL · CIK 1936521 · Sponsor: MCKENNA CAPITAL, LLC
Status: no Form D since Sep 2022. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Heart Capital Fund, LLLP is a private investment fund based in Wheaton, Illinois. According to its most recent Form D, filed Sep 2, 2022, it has sold $893,857 of interests to 15 investors. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Charlie McKenna; McKenna Capital Inc; Trevor Orsinger.

Total raised
$893,857Cumulative sales reported on Form D
Investors
15
First sale
—
Minimum investment
$100,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Charlie McKenna; McKenna Capital Inc; Trevor Orsinger
Latest Form D
Sep 2, 2022

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Heart Capital Fund, LLLP

What is the minimum investment for Heart Capital Fund, LLLP?

According to its latest Form D, filed Sep 2, 2022, the minimum investment Heart Capital Fund, LLLP accepts from an outside investor is $100,000.

Who can invest in Heart Capital Fund, LLLP?

Heart Capital Fund, LLLP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.

How much has Heart Capital Fund, LLLP raised?

Heart Capital Fund, LLLP reports $893,857 sold from 15 investors on its Form D filed Sep 2, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Heart Capital Fund, LLLP based?

Heart Capital Fund, LLLP is based in Wheaton, Illinois.

Size compared with every private investment fund

Raised more than 27% of the 554 private investment funds based in Illinois, and more than 13% of all 10,287 that report sales.

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