Form D · Other Investment Fund

Heritage Multi-Sector Fund I, LLC

Chandler, AZ · CIK 0001749956

Offering snapshot reported Sep 11, 2020 · SEC filing

Reported sold
$4.02M
Offering amount: $20M
Investors reported
16
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Mar 13, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.01M$4.02MAug 13, 2018: $550,000.00Aug 13, 2018Sep 9, 2019: $2,380,750.00Sep 9, 2019Sep 11, 2020: $4,019,632.00Sep 11, 2020

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$2,380,750 → $4,019,632

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 11, 2020Amendment$4,019,632$1,638,882vs Sep 9, 201916SEC filing
Sep 9, 2019Amendment$2,380,750$1,830,750vs Aug 13, 201816SEC filing
Aug 13, 2018Initial$550,000No comparison6SEC filing

Offering details

Securities
Equity, Debt
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-319038

Source: Form D, filed Sep 11, 2020. 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
Heritage Capital Management Group, Llc Director
Ryan Parson Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Pmb 314 4939 W Ray Rd, Ste 4
Chandler, AZ, 85226