HRTG Leaf, L.P.
HRTG Leaf, L.P. is a private investment fund based in Menlo Park, California. According to its most recent Form D, filed Jul 15, 2026, it has sold $171,380,000 of interests to 24 investors since its first sale in Apr 2021. 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 Kevin Kelly; Keith Johnson; HRTG Gpe, LLC.
- Total raised
- $171,380,000Cumulative sales reported on Form D
- Investors
- 24
- First sale
- Apr 1, 2021
- 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
- Kevin Kelly; Keith Johnson; HRTG Gpe, LLC
- Latest Form D
- Jul 15, 2026
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 HRTG Leaf, L.P.
What is the minimum investment for HRTG Leaf, L.P.?
HRTG Leaf, L.P.'s latest Form D, filed Jul 15, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in HRTG Leaf, L.P.?
HRTG Leaf, L.P. 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 HRTG Leaf, L.P. raised?
HRTG Leaf, L.P. reports $171,380,000 sold from 24 investors on its Form D filed Jul 15, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is HRTG Leaf, L.P. based?
HRTG Leaf, L.P. is based in Menlo Park, California and is managed by HRTG Gpe, LLC.
When did HRTG Leaf, L.P. launch?
HRTG Leaf, L.P. reports its first sale in Apr 2021.
Size compared with every private investment fund
Raised more than 86% of the 1,719 private investment funds based in California, and more than 77% of all 10,266 that report sales.