AltMountain

Heritage Silver Spring Holdings, LLC

Potomac, MD · CIK 1821939
506(c)
Status: no Form D since Aug 2020. 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 Silver Spring Holdings, LLC is a real estate fund based in Potomac, Maryland. According to its most recent Form D, filed Aug 20, 2020, it has sold $9,210,000 of interests to 36 investors since its first sale in Jul 2020. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Brent Pratt.

Total raised
$9,210,000Cumulative sales reported on Form D
Investors
36
First sale
Jul 30, 2020
Minimum investment
$100,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Brent Pratt
Latest Form D
Aug 20, 2020

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 Silver Spring Holdings, LLC

What is the minimum investment for Heritage Silver Spring Holdings, LLC?

According to its latest Form D, filed Aug 20, 2020, the minimum investment Heritage Silver Spring Holdings, LLC accepts from an outside investor is $100,000.

Who can invest in Heritage Silver Spring Holdings, LLC?

Heritage Silver Spring Holdings, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has Heritage Silver Spring Holdings, LLC raised?

Heritage Silver Spring Holdings, LLC reports $9,210,000 sold from 36 investors on its Form D filed Aug 20, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is Heritage Silver Spring Holdings, LLC based?

Heritage Silver Spring Holdings, LLC is based in Potomac, Maryland.

When did Heritage Silver Spring Holdings, LLC launch?

Heritage Silver Spring Holdings, LLC reports its first sale in Jul 2020.

Size compared with every real estate fund

Raised more than 82% of the 201 real estate funds based in Maryland, and more than 77% of all 7,351 that report sales.

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