Form D · Hedge Fund
Heard Opportunity Fund LLC
Chicago, IL · CIK 0001574457
Offering snapshot reported Dec 29, 2023 · SEC filing
- Reported sold
- $65.1M Indefinite offering
- Investors reported
- 30 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Jun 1, 2013 As reported in this filing
Fundraising history
Reported soldDates 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$68,477,427 → $65,128,074
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 29, 2023 | Amendment | $65,128,074 | -$3,349,353vs Jan 6, 2023 | 30 | SEC filing |
| Jan 6, 2023 | Amendment | $68,477,427 | $41,390,740vs Jan 7, 2022 | 30 | SEC filing |
| Jan 7, 2022 | Amendment | $27,086,687 | -$34,142,258vs Dec 11, 2020 | 22 | SEC filing |
| Dec 11, 2020 | Amendment | $61,228,945 | $14,590,962vs Oct 17, 2019 | 21 | SEC filing |
| Oct 17, 2019 | Amendment | $46,637,983 | $28,983,250vs Oct 15, 2018 | 21 | SEC filing |
| Oct 15, 2018 | Amendment | $17,654,733 | $7,837,433vs Oct 13, 2017 | 19 | SEC filing |
| Oct 13, 2017 | Amendment | $9,817,300 | $2,052,300vs Oct 13, 2016 | 18 | SEC filing |
| Oct 13, 2016 | Amendment | $7,765,000 | $500,000vs Apr 7, 2015 | 15 | SEC filing |
| Apr 7, 2015 | Amendment | $7,265,000 | No comparison | 15 | SEC filing |
| Apr 19, 2013 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-195297
Source: Form D, filed Dec 29, 2023. 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
HEARD OPPORTUNITY FUND LLC
Investment adviser: HEARD CAPITAL LLC
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Mar 31, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 1961823 · Mar 31, 2025 · Schedule D 7.B.(1), fund 805-9602808547
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; 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.
| Name | Reported role |
|---|---|
| William E. Heard | Executive, Promoter |
| Heard Capital Llc | Promoter |
| N/A Heard Capital Llc | Executive, Promoter |
| Heard Investment Manager Llc | Executive |
| N/A Heard Investment Manager Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60606