Form D · Insurance
HERITAGE UNION, LLC
Richmond, VA · CIK 0001388907
Offering snapshot reported Jun 15, 2009 · SEC filing
- Reported sold
- $3.3M Offering amount: $3.3M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 8, 2009 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 15, 2009 | Initial | $3,300,000 | No comparison | 1 | SEC filing |
| Aug 24, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Jan 31, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- 06, 46
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-99680
Source: Form D, filed Jun 15, 2009. 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 |
|---|---|
| David Apple | Director |
| James Karides | Director |
| Frank D. Lortscher | Director, Executive |
| Richard L. Sharp | Director |
| Philip G. Walker | Director, Executive |
| David Wolfe | Director |
| Richard Wright | Director |
Issuer details
Industry: Insurance (See others in industry)
Address:
1805 Monument Ave Suite 201
Richmond, VA, 23220
Richmond, VA, 23220