Form D · Venture Capital Fund

Heritage Group Monogram Holdings, LP

Nashville, TN · CIK 0001957351

Offering snapshot reported Dec 23, 2022 · SEC filing

Reported sold
$10.1M
Offering amount: $10.1M
Investors reported
13
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 19, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 23, 2022Initial$10,100,000No comparison13SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-468597

Source: Form D, filed Dec 23, 2022. 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

HERITAGE GROUP MONOGRAM HOLDINGS, LP

Investment adviser: HG CAPITAL MANAGEMENT, LLC

Gross asset value
$16.9M
Beneficial owners
13
ADV minimum commitment
$10K

Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TMF GROUP CARY, North Carolina, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor LATTIMORE BLACK MORGAN & CAIN, PC BRENTWOOD, Tennessee, United States
Custodian PINNACLE FINANCIAL PARTNERS, INC. NASHVILLE, Tennessee, 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

LATTIMORE BLACK MORGAN & CAIN, PC
PCAOB 450

PINNACLE FINANCIAL PARTNERS, INC.
LEI 54930098EZ8JMSAZGS24

Filing source

Form ADV 2064248 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-8231205264

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
NameReported role
Jesse Bland Executive
Lauren Brueggen Executive
N/A Hhif Iii Gp, Llc Executive
Graham Hunter Executive
David Mc Clellan Executive
Rock Morphis Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
10 Burton Hills Boulevard Suite 250
Nashville, TN, 37215