Data / Form D filings / Heritage Wealth Fund LLC
Heritage Wealth Fund LLC: Form D filings
Heritage Wealth Fund LLC, a real estate finance company in Newark, NJ, filed 2 Form D notices with the SEC in 2024. The latest, on September 5, 2024, reports an offering of no set size with nothing sold yet.
SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.
Company details from the filing
- Address
- 511 S ORANGE AVENUE, STE 519, Newark, NJ, 07103
- Phone
- (973) 280-4965
- Industry
- REITS and Finance
- Entity type
- Limited Liability Company
- Incorporated in
- Texas
- Year incorporated
- 2024
- Revenue range
- No Revenues
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 2020864
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 5, 2024 | Amendment | Indefinite | $0 | 0 | Yet to occur | sec.gov | |
| Apr 24, 2024 | New notice | Indefinite | $0 | 0 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Anthony Lawson | Executive Officer |
Other real estate finance companies in New Jersey that filed recently
- FSX Retail 37, DST $19.8 million · Oct 13, 2026
Every Form D from the week of Sep 2, 2024 · All recent filings in New Jersey · All recent REITS and Finance filings
Read from SEC EDGAR. Amount sold is what Heritage Wealth Fund LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.