Form D · Private Equity Fund
Heritage Unity Fund, LP
San Antonio, TX · CIK 0002143131
Offering snapshot reported Jul 7, 2026 · SEC filing
- Reported sold
- $37.1M Indefinite offering
- Investors reported
- 33 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 24, 2026 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 |
|---|---|---|---|---|---|
| Jul 7, 2026 | Initial | $37,090,737 | No comparison | 33 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-589849
Source: Form D, filed Jul 7, 2026. 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 |
|---|---|
| Carolyn Douglas | Director |
| Todd Gold | Director |
| N/A Heritage Unity Fund Gp, Lp | Director |
| N/A Heritage Unity Fund Ugp, Llc | Director |
| N/A Reoc/Huf Fund Manager, Llc | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
8023 Vantage Drive Ste 100
San Antonio, TX, 78230
San Antonio, TX, 78230