Heritage Technology Services, LLC is a private equity fund based in Boston, Massachusetts. According to its most recent Form D, filed Mar 27, 2023, it has sold $24,817,500 of interests to 35 investors since its first sale in Mar 2023. The minimum investment it accepts from an outside investor is $50,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Karnig Porter; Louis-Alexander Pfyffer von Altishofen; Adam Parker.
- Total raised
- $24,817,500Cumulative sales reported on Form D
- Investors
- 35
- First sale
- Mar 14, 2023
- Minimum investment
- $50,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Karnig Porter; Louis-Alexander Pfyffer von Altishofen; Adam Parker
- Latest Form D
- Mar 27, 2023
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 Technology Services, LLC
What is the minimum investment for Heritage Technology Services, LLC?
According to its latest Form D, filed Mar 27, 2023, the minimum investment Heritage Technology Services, LLC accepts from an outside investor is $50,000.
Who can invest in Heritage Technology Services, LLC?
Heritage Technology Services, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Heritage Technology Services, LLC raised?
Heritage Technology Services, LLC reports $24,817,500 sold from 35 investors on its Form D filed Mar 27, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Heritage Technology Services, LLC based?
Heritage Technology Services, LLC is based in Boston, Massachusetts.
When did Heritage Technology Services, LLC launch?
Heritage Technology Services, LLC reports its first sale in Mar 2023.
Size compared with every private equity fund
Raised more than 60% of the 458 private equity funds based in Massachusetts, and more than 54% of all 8,888 that report sales.