What amount sold does Heritage Holdings L.P. report in Form D filings?

The latest linked filings report $95.5M sold across 9 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Heritage Holdings L.P.'s most recent SEC filing?

Heritage Holdings L.P.'s most recent Form D filing was on 2024-11-26.

How many investors does Heritage Holdings L.P. have?

The most recent Form D filing lists 26 investor(s).

What type of securities does Heritage Holdings L.P. offer?

Heritage Holdings L.P.'s SEC Form D filings indicate equity offerings.

Heritage Holdings L.P.

CIK: 0001595603·Other Real Estate·OMAHA, NE·Limited Partnership

Reported Sold

$95,501,450

Total Filings

Identified Offerings

Last Filed

Nov 26, 2024

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Other Real Estate industry

SEC EDGAR

Offering filing timeline

Nov 26, 2024Form D — New notice

Reported sold: $7,452,000 · Target: $7,452,000

Rule 506(b)·26 investors

Jan 22, 2024Form D — New notice

Reported sold: $937,920 · Target: $937,920

Rule 506(b)·28 investors

Oct 6, 2022Form D — New notice

Reported sold: $10,200,000 · Target: $10,200,000

Rule 506(b)·23 investors

Feb 24, 2021Form D — New notice

Reported sold: $3,500,000 · Target: $3,500,000

Rule 506(b)·32 investors

Sep 28, 2018Form D — New notice

Reported sold: $3,422,970 · Target: $3,422,970

Rule 506(b)·78 investors

May 16, 2018Form D — New notice

Reported sold: $21,264,500 · Target: $21,380,000

Rule 506(b)·28 investors

Apr 16, 2018Form D — New notice

Reported sold: $2,610,000 · Target: $2,610,000

Rule 506(b)·2 investors

Jul 27, 2015Form D — New notice

Reported sold: $1,134,060 · Target: $4,822,060

Rule 506(b)·2 investors

Jan 8, 2014Form D — New notice

Reported sold: $44,980,000 · Target: $44,980,000

Rule 506(c)·61 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

Decline to Disclose

Reported commissions across identified offerings

Amendment Rate

Latest reported sold across 9 identified offerings

$95,501,450

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

Farhan Khan

Related Person

Appears on 9 filings

Nathan Underwood

Related Person

Appears on 7 filings

Nathan A Underwood

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Nov 26, 2024	New	$7,452,000	$7,452,000	26
Jan 22, 2024	New	$937,920	$937,920	28
Oct 6, 2022	New	$10,200,000	$10,200,000	23
Feb 24, 2021	New	$3,500,000	$3,500,000	32
Sep 28, 2018	New	$3,422,970	$3,422,970	78
May 16, 2018	New	$21,380,000	$21,264,500	28
Apr 16, 2018	New	$2,610,000	$2,610,000	2
Jul 27, 2015	New	$4,822,060	$1,134,060	2
Jan 8, 2014	New	$44,980,000	$44,980,000	61

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

IB Multifamily Investments, LLC

Other Real Estate

Offering target: $10,000,000

Filed May 15, 2026