Form D · Hedge Fund

Liberty Heritage Fund, L.P.

Lubbock, TX · CIK 0001469088

Offering snapshot reported Jul 19, 2019 · SEC filing

Reported sold
$31M
Indefinite offering
Investors reported
76
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jun 30, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15.5M$31MJul 27, 2009: $7,069,875.00Jul 27, 2009Oct 15, 2010: $12,037,202.00Jan 27, 2014: $17,098,015.00Jan 27, 2014: $24,010,439.00Jul 28, 2014: $29,350,638.00Jul 29, 2014: $29,450,638.00Jul 24, 2015: $29,700,828.00Jul 25, 2016: $30,377,023.00Jul 20, 2017: $30,437,023.00Jul 19, 2018: $30,437,023.00Jul 19, 2019: $31,037,023.00Jul 19, 2019

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$7,069,875 → $31,037,023
  • Reported investors27 → 76
  • Minimum accepted$100,000 → $250,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 19, 2019Amendment$31,037,023$23,967,148vs Jul 27, 200976SEC filing
Jul 19, 2018Amendment$30,437,023$23,367,148vs Jul 27, 200974SEC filing
Jul 20, 2017Amendment$30,437,023$23,367,148vs Jul 27, 200974SEC filing
Jul 25, 2016Amendment$30,377,023$676,195vs Jul 24, 201574SEC filing
Jul 24, 2015Amendment$29,700,828$250,190vs Jul 29, 201472SEC filing
Jul 29, 2014Amendment$29,450,638$100,000vs Jul 28, 201472SEC filing
Jul 28, 2014Amendment$29,350,638$5,340,199vs Jan 27, 201472SEC filing
Jan 27, 2014Amendment$17,098,015$5,060,813vs Oct 15, 201068SEC filing
Jan 27, 2014Amendment$24,010,439$11,973,237vs Oct 15, 201069SEC filing
Oct 15, 2010Amendment$12,037,202$4,967,327vs Jul 27, 200959SEC filing
Jul 27, 2009Initial$7,069,875No comparison27SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-133097

Source: Form D, filed Jul 19, 2019. 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
Craig L. Caudle Director, Executive
William R. Kingberry Director
Ted R. Kingberry Executive
Chris Mc Kinzie Executive
James C. Ward Executive
Fred Westmoreland Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3405 22 Nd St Suite 203
Lubbock, TX, 79410