What amount sold does Heritage Holding of California Inc report in Form D filings?

The latest linked filings report $16.5M sold across 3 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 Holding of California Inc's most recent SEC filing?

Heritage Holding of California Inc's most recent Form D filing was on 2021-11-29.

How many investors does Heritage Holding of California Inc have?

The most recent Form D filing lists 3 investor(s).

What type of securities does Heritage Holding of California Inc offer?

Heritage Holding of California Inc's SEC Form D filings indicate equity offerings.

Heritage Holding of California Inc

CIK: 0001738719·Agriculture·Cotati, CA·Corporation·Founded 2017

Reported Sold

$16,500,000

Total Filings

Identified Offerings

Last Filed

Nov 29, 2021

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 Agriculture industry

SEC EDGAR

Offering filing timeline

Nov 29, 2021Form D — New notice

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

Rule 506(b)·3 investors

Oct 9, 2019Form D — New notice

Reported sold: $11,000,000 · Target: $11,000,000

Rule 506(b)·13 investors

Apr 27, 2018Form D — New notice

Reported sold: $2,000,000 · Target: $4,000,000

Rule 506(b)·1 investor

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 3 identified offerings

$16,500,000

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

Michael Kip Clifton

Related Person

Appears on 1 filing

Joshua Keats

Related Person

Appears on 1 filing

Michael Warm

Related Person

Appears on 1 filing

Amy Rouse-Vittum

Related Person

Appears on 1 filing

Jenna Nishiguchi-Meister

Related Person

Appears on 1 filing

Joshua Keats

Related Person

Appears on 1 filing

Michael Warm

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Nov 29, 2021	New	Indefinite	$3,500,000	3
Oct 9, 2019	New	$11,000,000	$11,000,000	13
Apr 27, 2018	New	$4,000,000	$2,000,000	1

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.

Provivi, Inc.

Agriculture

Offering target: $25,000,056

Filed Nov 3, 2026