# Heritage Title, LLC — Form D

Heritage Title, LLC of WAKE FOREST, NC, a company, filed a Form D exempt-offering notice with the SEC on 2023-07-10. The offering totals $254K, of which $254K was reported sold. Industry: Insurance.

## Offering

- Filed: 2023-07-10
- Form: D
- Accession: 0001736347-23-000002
- Industry: Insurance
- Exemptions: 06b
- Total offering: $254K
- Amount sold: $254K
- Minimum investment: $139
- Investors: 2
- Date of first sale: 2023-07-01
- Security types: equity
- Revenue range: $1 - $1,000,000
- SEC file number: 021-486292

## Issuer

- Name: Heritage Title, LLC
- CIK: 0001736347
- Entity type: Limited Liability Company
- Jurisdiction: NORTH CAROLINA
- Incorporated: 2018
- Address: 1776 HERITAGE CENTER DR, WAKE FOREST, NC, 27587
- Phone: 919-945-2549

## Officers, directors & promoters (1)

| Name | Role | Location |
| --- | --- | --- |
| Management Services Investors Title | Executive Officer | Chapel Hill, NC |

## Other filings by this issuer (4)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2023-03-14](https://search.stillhousedata.com/formd/0001736347-23-000001) | D | $158K | $158K |
| [2021-07-07](https://search.stillhousedata.com/formd/0001736347-21-000001) | D | $274K | $274K |
| [2020-10-30](https://search.stillhousedata.com/formd/0001736347-20-000001) | D | $174K | $174K |
| [2018-04-03](https://search.stillhousedata.com/formd/0001736347-18-000001) | D | $100K | $100K |

## More

- [CIK 1736347 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1736347&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001736347-23-000002.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.
