AltMountain

Heritage Collection, LLC

Status: no Form D since Nov 2013. 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 Collection, LLC is a real estate fund based in East Lansing, Michigan. According to its most recent Form D, filed Nov 13, 2013, it has sold $2,263,848 of interests to 11 investors since its first sale in Oct 2013. The minimum investment it accepts from an outside investor is $27,327. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Maplegrove Property Management LLC; James Anderton, IV.

Total raised
$2,263,848Cumulative sales reported on Form D
Investors
11
First sale
Oct 31, 2013
Minimum investment
$27,327
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Maplegrove Property Management LLC; James Anderton, IV
Latest Form D
Nov 13, 2013

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 Collection, LLC

What is the minimum investment for Heritage Collection, LLC?

According to its latest Form D, filed Nov 13, 2013, the minimum investment Heritage Collection, LLC accepts from an outside investor is $27,327.

Who can invest in Heritage Collection, LLC?

Heritage Collection, 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 Collection, LLC raised?

Heritage Collection, LLC reports $2,263,848 sold from 11 investors on its Form D filed Nov 13, 2013. This is cumulative sales since the offering began, not current assets or performance.

Where is Heritage Collection, LLC based?

Heritage Collection, LLC is based in East Lansing, Michigan.

When did Heritage Collection, LLC launch?

Heritage Collection, LLC reports its first sale in Oct 2013.

Size compared with every real estate fund

Raised more than 60% of the 103 real estate funds based in Michigan, and more than 48% of all 7,350 that report sales.

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