Form D · Private Equity Fund

Blue Heron Capital Fund I, LP

Richmond, VA · CIK 0001583968

Offering snapshot reported Aug 7, 2015 · SEC filing

Reported sold: $25.4M
Investors reported: 64
Minimum accepted: $100K
First sale: Dec 16, 2013

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$19,519,750 → $25,351,000
Reported investors44 → 64
Minimum accepted$200,000 → $100,000

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 7, 2015	Amendment	$25,351,000	$5,831,250vs Oct 14, 2014	64	SEC filing
Oct 14, 2014	Amendment	$19,519,750	$3,459,250vs Dec 26, 2013	44	SEC filing
Dec 26, 2013	Initial	$16,060,500	No comparison	33	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-208782

Source: Form D, filed Aug 7, 2015. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BLUE HERON CAPITAL FUND I, LP

Investment adviser: BLUE HERON CAPITAL MANAGEMENT, LLC

Gross asset value: $10.7M
Beneficial owners: 64
ADV minimum commitment: $100K

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

Service providers

Fund administrator CARTA INVESTOR SERVICES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS GEORGE TOWN, Cayman Islands

Custodian BANC OF CALIFORNIA DURHAM, North Carolina, United States Related to adviser: No

Provider details

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

PRICEWATERHOUSECOOPERS
PCAOB 1266

Filing source

Form ADV 2082563 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4124147368

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Blue Heron Capital Fund I, LP (this fund)	Aug 7, 2015	$25,351,000	64
Blue Heron Capital Fund II, LP	Oct 31, 2018	Yet to sell	0
Blue Heron Capital Fund III, LP	Mar 14, 2023	$81,130,000	141

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
Thomas Q Benedetti	Director, Executive, Promoter
Michael J Marcantonio	Director, Executive, Promoter
Samuel T Sezak	Director, Executive, Promoter
Andrew S Tichenor	Director, Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

8730 Stony Point Parkway Suite 280
Richmond, VA, 23235