Form D · Private Equity Fund

Apogem Heritage Fund VI LP

New York, NY · CIK 0001982996

Offering snapshot reported Jun 28, 2023 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 28, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-485410

Placement agent will be paid a percentage of commitments raised.

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
Credit Suisse Securities (USA) LLC	816

Source: Form D, filed Jun 28, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

APOGEM HERITAGE FUND VI, LP

Investment adviser: APOGEM CAPITAL LLC

Gross asset value: $774M
Beneficial owners: 48
ADV minimum commitment: $0

Reported in Form ADV on Jul 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor PRICEWATERHOUSECOOPERS NEW YORK, New York, United States Other funds reporting this name →

Custodian BLACKROCK INC. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Custodian PNC BANK, N.A. PITTSBURGH, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PRICEWATERHOUSECOOPERS
PCAOB 238

BLACKROCK INC.
LEI 549300LRIF3NWCU26A80

PNC BANK, N.A.
LEI AD6GFRVSDT01YPT1CS68

Fund asset history · 3 annual observations

Scroll to see all columns →

Fiscal year	Gross assets	Beneficial owners	ADV filed
2023	$1,048,741,802	48	Mar 28, 2024
2024	$854,453,887	48	Mar 30, 2025
2025	$773,777,504	48	Mar 30, 2026

Filing source

Form ADV 2123386 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-1192205047

Reported by APOGEM CAPITAL LLC (CRD 309234).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Charles A. Cocuzza	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

299 Park Avenue, 37 Th Floor
New York, NY, 10171
Phone: 212-601-3600