AltMountain

TR Heritage Partners, LP

Richardson, TX · CIK 1761852
Status: no Form D since Jan 2019. 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.

TR Heritage Partners, LP is a real estate fund based in Richardson, Texas. According to its most recent Form D, filed Jan 3, 2019, it has sold $600,000 of interests to 4 investors since its first sale in Nov 2018. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Brady Miller; M. Field; W. Field.

Total raised
$600,000Cumulative sales reported on Form D
Investors
4
First sale
Nov 28, 2018
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Brady Miller; M. Field; W. Field
Latest Form D
Jan 3, 2019

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 TR Heritage Partners, LP

What is the minimum investment for TR Heritage Partners, LP?

According to its latest Form D, filed Jan 3, 2019, the minimum investment TR Heritage Partners, LP accepts from an outside investor is $25,000.

Who can invest in TR Heritage Partners, LP?

TR Heritage Partners, LP 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 TR Heritage Partners, LP raised?

TR Heritage Partners, LP reports $600,000 sold from 4 investors on its Form D filed Jan 3, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is TR Heritage Partners, LP based?

TR Heritage Partners, LP is based in Richardson, Texas.

When did TR Heritage Partners, LP launch?

TR Heritage Partners, LP reports its first sale in Nov 2018.

Size compared with every real estate fund

Raised more than 44% of the 1,421 real estate funds based in Texas, and more than 26% of all 7,337 that report sales.

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