Form D · Other Real Estate
Heritage Interests, LLC
Chagrin Falls, OH · CIK 0001646240
Offering snapshot reported Jun 25, 2015 · SEC filing
- Reported sold
- $4.72M Offering amount: $6M
- Investors reported
- 32 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Jun 1, 2015 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 |
|---|---|---|---|---|---|
| Jun 25, 2015 | Initial | $4,715,000 | No comparison | 32 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $48K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-242546
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Donald H. Kulberg | 276480 | Financial America Securities · CRD 5100 |
| Doug Lamb | 2550574 | Financial America Securities · CRD 5100 |
Source: Form D, filed Jun 25, 2015. 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 |
|---|---|
| Triumph Golf Llc | Promoter |
| Billy Sitton | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
17124 North Brook Trail
Chagrin Falls, OH, 44023
Chagrin Falls, OH, 44023