# HERITAGE HEDGED EQUITY FUND L P — Form D

HERITAGE HEDGED EQUITY FUND L P of MEMPHIS, TN, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2017-11-07. $192.9M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2017-11-07
- Form: D
- Accession: 0001091540-17-000002
- Industry: Pooled Investment Fund
- Exemptions: 3C, 3C.1
- Amount sold: $192.9M
- Minimum investment: $500K
- Investors: 126
- Date of first sale: 1999-07-01
- Security types: fund interests
- SEC file number: 021-298202

## Issuer

- Name: HERITAGE HEDGED EQUITY FUND L P
- CIK: 0001091540
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Address: 5050 POPLAR AVENUE, MEMPHIS, TN, 38157
- Phone: (901) 260-6070

## Officers, directors & promoters (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Kurt A Voldeng | Executive Officer | Memphis, TN |
| Kurt A Voldeng | Promoter | Memphis, TN |
| Paul Anderson | Executive Officer | Minneapolis, MN |
| Kurt Austin Voldeng | Executive Officer | Memphis, TN |
| J Vincent Robinson | Executive Officer | Memphis, TN |
| TINA BADCIONG | Executive Officer | AUSTIN, TX |
| Vince Robinson | Executive Officer | Rochester, MN |
| Akos Beleznay | Executive Officer | Memphis, TN |
| Akos Beleznay | Promoter | Memphis, TN |
| Miles S Fortas | Executive Officer | Memphis, TN |
| Spence Wilson | Director | Memphis, TN |
| Spence Wilson | Promoter | Memphis, TN |
| Douglas Quay | Director | Memphis, TN |
| Douglas Quay | Promoter | Memphis, TN |
| Akos Lee Beleznay | Executive Officer | Memphis, TN |
| Akos Lee Beleznay | Promoter | Memphis, TN |
| William S Woodmansee | Executive Officer | Memphis, TN |
| Vince Lee Robinson | Executive Officer | Memphis, TN |
| E Lee Giovannetti | Executive Officer | Memphis, TN |
| E Lee Giovannetti | Promoter | Memphis, TN |
| Tiffany Hinson | Executive Officer | Memphis, TN |
| John Apperson | Executive Officer | Memphis, TN |
| Shannon Rhodes | Executive Officer | Memphis, TN |
| Joe Wade | Executive Officer | Memphis, TN |
| Joe Wade | Promoter | Memphis, TN |

## Other filings by this issuer (15)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2021-02-11](https://search.stillhousedata.com/formd/0001091540-21-000001) | D | — | $192.9M |
| [2020-01-08](https://search.stillhousedata.com/formd/0001091540-20-000001) | D | — | $192.9M |
| [2019-02-05](https://search.stillhousedata.com/formd/0001091540-19-000001) | D | — | $192.9M |
| [2017-03-03](https://search.stillhousedata.com/formd/0001091540-17-000001) | D | — | $192.9M |
| [2016-02-03](https://search.stillhousedata.com/formd/0001091540-16-000003) | D | — | $192.9M |
| [2015-02-04](https://search.stillhousedata.com/formd/0001091540-15-000001) | D | — | $192.9M |
| [2014-05-19](https://search.stillhousedata.com/formd/0001091540-14-000001) | D/A | — | $192.9M |
| [2014-03-13](https://search.stillhousedata.com/formd/0001430917-14-000002) | D | — | $192.9M |
| [2013-03-04](https://search.stillhousedata.com/formd/0001091540-13-000003) | D/A | — | $192.9M |
| [2013-01-25](https://search.stillhousedata.com/formd/0001091540-13-000001) | D/A | — | $177.2M |
| [2012-06-15](https://search.stillhousedata.com/formd/0001091540-12-000001) | D/A | — | $177.2M |
| [2011-06-15](https://search.stillhousedata.com/formd/0001091540-11-000001) | D/A | — | $177.2M |
| [2010-11-19](https://search.stillhousedata.com/formd/0001091540-10-000002) | D/A | — | $168.5M |
| [2010-05-07](https://search.stillhousedata.com/formd/0001091540-10-000001) | D/A | — | $168.5M |
| [2009-05-06](https://search.stillhousedata.com/formd/0001091540-09-000003) | D/A | — | $168.4M |

## More

- [CIK 1091540 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1091540&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001091540-17-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.