Form D · Lodging and Conventions

Heritage Fund I, LLC

Albuquerque, NM · CIK 0001548794

Offering snapshot reported May 8, 2013 · SEC filing

Reported sold
$5.49M
Offering amount: $26.1M
Investors reported
13
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Apr 20, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.75M$5.49MMay 3, 2012: $4,290,085.00May 3, 2012May 8, 2013: $5,490,085.00May 8, 2013

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$4,290,085 → $5,490,085
  • Reported investors11 → 13

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 8, 2013Amendment$5,490,085$1,200,000vs May 3, 201213SEC filing
May 3, 2012Initial$4,290,085No comparison11SEC filing

Offering details

Securities
Equity
Exemptions
06, 46
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-177630

Source: Form D, filed May 8, 2013. 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.

People and organizations reported in Form D filings
NameReported role
James M. Long Director, Executive, Promoter

Issuer details

Industry: Lodging and Conventions (See others in industry)

Address:
201 Third Street, N.W. Suite 480
Albuquerque, NM, 87102