Heritage Small Cap Growth Fund — Form D
Heritage Small Cap Growth Fund of SAN FRANCISCO, CA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2011-03-30. $22.0M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2011-03-30
- Form: D
- Accession: 0001516932-11-000003
- Industry: Pooled Investment Fund
- Exemptions: 06, 3C, 3C.7
- Amount sold: $22.0M
- Investors: 6
- Date of first sale: 2011-03-01
- Security types: fund interests
- SEC file number: 021-157528
Issuer
- Name: Heritage Small Cap Growth Fund
- CIK: 0001516891
- Entity type: Business Trust
- Jurisdiction: MARYLAND
- Address: 525 MARKET ST., 10TH FLOOR, SAN FRANCISCO, CA, 94105
- Phone: 800-736-2316
Officers, directors & promoters (1)
| Name | Role | Location |
|---|
| for Institutional Investments Wells Fargo Trust | Executive Officer | Annapolis, MD |
Other filings by this issuer (1)
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