Form D · Venture Capital Fund

Heritage Healthcare Innovation Fund, LP

Nashville, TN · CIK 0001511027

Offering snapshot reported Apr 25, 2012 · SEC filing

Reported sold
$157M
Offering amount: $200M
Investors reported
29
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jan 12, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$78.5M$157MJan 25, 2011: $78,000,000.00Jan 25, 2011Jan 20, 2012: $131,000,000.00Jan 20, 2012Apr 25, 2012: $157,050,000.00Apr 25, 2012

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$131,000,000 → $157,050,000
  • Reported investors18 → 29
  • Minimum accepted$1,000,000 → $100,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 25, 2012Amendment$157,050,000$26,050,000vs Jan 20, 201229SEC filing
Jan 20, 2012Amendment$131,000,000$53,000,000vs Jan 25, 201118SEC filing
Jan 25, 2011Initial$78,000,000No comparison7SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-154312
The Total Amount Sold includes cash to be paid in the future including mandatory capital commitments to the limited partnership.

Source: Form D, filed Apr 25, 2012. 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 HEALTHCARE INNOVATION FUND, LP

Investment adviser: HG CAPITAL MANAGEMENT, LLC

Gross asset value
$19.4M
Beneficial owners
25
ADV minimum commitment
$1M

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 805-1982431870

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
David Mc Clellan Executive
Rock Morphis Executive
See Comments See Comments Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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