Heronbridge Value Equity Fund is a private investment fund based in Bath, United Kingdom. According to its most recent Form D, filed Nov 18, 2025, it has sold $413,429,247 of interests to 37 investors since its first sale in Aug 2012. The filing does not set a minimum investment. 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 Scott Cargill; Alistair Mackenzie; Katie McMahon.
- Total raised
- $413,429,247Cumulative sales reported on Form D
- Investors
- 37
- First sale
- Aug 14, 2012
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Scott Cargill; Alistair Mackenzie; Katie McMahon
- Latest Form D
- Nov 18, 2025
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 Heronbridge Value Equity Fund
What is the minimum investment for Heronbridge Value Equity Fund?
Heronbridge Value Equity Fund's latest Form D, filed Nov 18, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Heronbridge Value Equity Fund?
Heronbridge Value Equity Fund 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 Heronbridge Value Equity Fund raised?
Heronbridge Value Equity Fund reports $413,429,247 sold from 37 investors on its Form D filed Nov 18, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Heronbridge Value Equity Fund based?
Heronbridge Value Equity Fund is based in Bath, United Kingdom.
When did Heronbridge Value Equity Fund launch?
Heronbridge Value Equity Fund reports its first sale in Aug 2012.
Size compared with every private investment fund
Raised more than 83% of the 111 private investment funds based in United Kingdom, and more than 86% of all 10,266 that report sales.