Heritage Interests, LLC
Heritage Interests, LLC is a real estate fund based in Chagrin Falls, Ohio. According to its most recent Form D, filed Jun 25, 2015, it has sold $4,715,000 of interests to 32 investors since its first sale in Jun 2015. The minimum investment it accepts from an outside investor is $10,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Triumph Golf LLC; Billy Sitton.
- Total raised
- $4,715,000Cumulative sales reported on Form D
- Investors
- 32
- First sale
- Jun 1, 2015
- Minimum investment
- $10,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Triumph Golf LLC; Billy Sitton
- Latest Form D
- Jun 25, 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 Interests, LLC
What is the minimum investment for Heritage Interests, LLC?
According to its latest Form D, filed Jun 25, 2015, the minimum investment Heritage Interests, LLC accepts from an outside investor is $10,000.
Who can invest in Heritage Interests, LLC?
Heritage Interests, 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 Interests, LLC raised?
Heritage Interests, LLC reports $4,715,000 sold from 32 investors on its Form D filed Jun 25, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Heritage Interests, LLC based?
Heritage Interests, LLC is based in Chagrin Falls, Ohio.
When did Heritage Interests, LLC launch?
Heritage Interests, LLC reports its first sale in Jun 2015.
Size compared with every real estate fund
Raised more than 72% of the 256 real estate funds based in Ohio, and more than 64% of all 7,316 that report sales.