Form D · Commercial
Heritage Boca Holdings, LP
Norfolk, VA · CIK 0001863197
Offering snapshot reported May 25, 2021 · SEC filing
- Reported sold
- $5.37M Offering amount: $5.37M
- Investors reported
- 54 Form D · investor count
- Minimum accepted
- $2K Reported outside-investor minimum
- First sale
- May 25, 2021 As reported in this filing
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 25, 2021 | Initial | $5,368,739 | No comparison | 54 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $6.1K
- Form D file number
- 021-400575
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Yoram Mehr | None | |
| Yacha Sutton | None |
Source: Form D, filed May 25, 2021. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Gp, Llc Heritage Boca Holdings | Director |
| Managing Co. Gp, Lp Heritage Boca Holdings | Director |
| Thomas Richard Litton, Jr. | Director, Executive |
| Saul Lubetski | Director |
| Pinchas Mendlovic | Director |
| Jordan E Slone | Director |
| Jay Zwiebel | Director |
Issuer details
Industry: Commercial (See others in industry)
Address:
999 Waterside Drive, Suite 2300
Norfolk, VA, 23510
Norfolk, VA, 23510