Form D · Private Equity Fund

Heirloom Helicopter Leasing Pool 2020 LLC

Wilmington, DE · CIK 0001811140

Offering snapshot reported May 9, 2023 · SEC filing

Reported sold: $9.76M
Investors reported: 2
Minimum accepted: $1M
First sale: May 8, 2020

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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 9, 2023	Amendment	$9,756,194	$0vs May 3, 2021	2	SEC filing
May 3, 2021	Amendment	$9,756,194	No comparison	2	SEC filing
May 4, 2020	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, 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: 021-366227

Source: Form D, filed May 9, 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

HEIRLOOM HELICOPTER LEASING POOL 2020 LLC

Investment adviser: HEIRLOOM INVESTMENT MANAGEMENT LLC

Gross asset value: $4.71M
Beneficial owners: 9
ADV minimum commitment: $1M

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 NAV CONSULTING INC. OAKBROOK TERRACE, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Custodian CHOICE FINANCIAL GROUP FARGO, North Dakota, United States Related to adviser: No

Provider details

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

Filing source

Form ADV 2058906 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3481311357

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.

People and organizations reported in Form D filings
Name	Reported role
Geoff Dover	Executive
Louis Goluboff	Executive
N/A Heirloom Investment Management Llc	Promoter
Beth Hirshfeld	Executive
Anshul Panday	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

501 Silverside Road Suite 105
Wilmington, DE, 19809