# Heritage Income Fund LP — Form D

Heritage Income Fund LP of SAN DIEGO, CA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2025-12-08. $13.7M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2025-12-08
- Form: D
- Accession: 0002092311-25-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Amount sold: $13.7M
- Investors: 12
- Date of first sale: 2025-10-17
- Security types: fund interests
- SEC file number: 021-565997

## Issuer

- Name: Heritage Income Fund LP
- CIK: 0002092311
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2025
- Address: 11440 W BERNARDO COURT, SAN DIEGO, CA, 92127
- Phone: 858-613-9191

## Officers, directors & promoters (5)

| Name | Role | Location |
| --- | --- | --- |
| Greg Davis | Executive Officer | San Diego, CA |
| Jordan Gibbs | Executive Officer | San Diego, CA |
| Ryan Gibbs | Executive Officer | San Diego, CA |
| N/A Heritage Income Fund GP LLC | Executive Officer | San Diego, CA |
| N/A Heritage Wealth Management, Inc. | Executive Officer | San Diego, CA |

## More

- [CIK 2092311 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2092311&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002092311-25-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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