Form D · Other Real Estate

Heritage Holdings L.P.

Omaha, NE · CIK 0001595603

Offering snapshot reported Nov 26, 2024 · SEC filing

Reported sold
$7.45M
Offering amount: $7.45M
Investors reported
26
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 15, 2024
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 26, 2024Initial$7,452,000No comparison26SEC filing
Jan 22, 2024Initial$937,920No comparison28SEC filing
Oct 6, 2022Initial$10,200,000No comparison23SEC filing
Feb 24, 2021Initial$3,500,000No comparison32SEC filing
Sep 28, 2018Initial$3,422,970No comparison78SEC filing
May 16, 2018Initial$21,264,500No comparison28SEC filing
Apr 16, 2018Initial$2,610,000No comparison2SEC filing
Jun 13, 2017Initial$5,796,139No comparison16SEC filing
Jul 27, 2015Initial$1,134,060No comparison2SEC filing
Jan 8, 2014Initial$44,980,000No comparison61SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-530566

Source: Form D, filed Nov 26, 2024. 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
Farhan Khan Executive
Nathan Underwood Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
16934 Frances Street Suite 200
Omaha, NE, 68130