AltMountain

Heritage Cardiff, LLC

Dallas, TX · CIK 2008959
Status: no Form D since Jul 2024. 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.

Heritage Cardiff, LLC is a real estate fund based in Dallas, Texas. According to its most recent Form D, filed Jul 23, 2024, it has sold $10,000,000 of interests to 107 investors since its first sale in Jun 2024. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include LLC Heritage Cardiff Manager.

Total raised
$10,000,000Cumulative sales reported on Form D
Investors
107
First sale
Jun 17, 2024
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
LLC Heritage Cardiff Manager
Latest Form D
Jul 23, 2024

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 Heritage Cardiff, LLC

What is the minimum investment for Heritage Cardiff, LLC?

According to its latest Form D, filed Jul 23, 2024, the minimum investment Heritage Cardiff, LLC accepts from an outside investor is $25,000.

Who can invest in Heritage Cardiff, LLC?

Heritage Cardiff, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Heritage Cardiff, LLC raised?

Heritage Cardiff, LLC reports $10,000,000 sold from 107 investors on its Form D filed Jul 23, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Heritage Cardiff, LLC based?

Heritage Cardiff, LLC is based in Dallas, Texas.

When did Heritage Cardiff, LLC launch?

Heritage Cardiff, LLC reports its first sale in Jun 2024.

Size compared with every real estate fund

Raised more than 85% of the 1,412 real estate funds based in Texas, and more than 78% of all 7,316 that report sales.

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