Capital Flow Monitor · Sponsors · CIK 2092311
Heritage Income Fund LP
11440 W BERNARDO COURT, SAN DIEGO, CA, 92127 · 858-613-9191
Pooled Investment Fund / Hedge Fund · Limited Partnership· inc. DELAWARE true 2025
Fit score
—
Offering
—
Sold
$13.7M
% sold
—
Investors
12
Min investment
$0
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-12-08 | D ·current | 506(b) | — | $13.7M | — | 12 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
- N/A Heritage Income Fund GP LLC — Executive Officer, San Diego, CA
-
N/A Heritage Wealth Management, Inc. — Executive Officer, San Diego, CA
2 other raises
- Heritage Private Opportunities Portfolio Offshore LP $31.3M of —
- Heritage Private Opportunities Portfolio LP $83.2M of —
-
Jordan Gibbs — Executive Officer, San Diego, CA
2 other raises
- Heritage Private Opportunities Portfolio Offshore LP $31.3M of —
- Heritage Private Opportunities Portfolio LP $83.2M of —
-
Ryan Gibbs — Executive Officer, San Diego, CA
2 other raises
- Heritage Private Opportunities Portfolio Offshore LP $31.3M of —
- Heritage Private Opportunities Portfolio LP $83.2M of —
-
Greg Davis — Executive Officer, San Diego, CA
1 other raise
- North Sky Metals Corp. $480K of $857K · 56.0%
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.