# Heritage Small Cap Growth Fund — Form D/A

Heritage Small Cap Growth Fund of SAN FRANCISCO, CA, a pooled investment fund, filed a Form D amendment with the SEC on 2012-05-25. $22.0M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2012-05-25
- Form: D/A
- Accession: 0001542245-12-000003
- 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)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2011-03-30](https://search.stillhousedata.com/formd/0001516932-11-000003) | D | — | $22.0M |

## More

- [CIK 1516891 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1516891&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001542245-12-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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