Heritage Fund II, LLC
Heritage Fund II, LLC is a private equity fund based in Albuquerque, New Mexico. Its most recent Form D, filed Sep 23, 2015, reports no sales yet. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include James Long.
- Total raised
- $0Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- James Long
- Latest Form D
- Sep 23, 2015
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 Fund II, LLC
What is the minimum investment for Heritage Fund II, LLC?
According to its latest Form D, filed Sep 23, 2015, the minimum investment Heritage Fund II, LLC accepts from an outside investor is $100,000.
Who can invest in Heritage Fund II, LLC?
Heritage Fund II, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Heritage Fund II, LLC raised?
Heritage Fund II, LLC's latest Form D, filed Sep 23, 2015, reports no sales yet.
Where is Heritage Fund II, LLC based?
Heritage Fund II, LLC is based in Albuquerque, New Mexico.
Size compared with every private equity fund
This fund hasn't reported any sales yet.