Heritage Unity Fund, LP — Form D

Heritage Unity Fund, LP of SAN ANTONIO, TX, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2026-07-07. $37.1M was reported sold. Industry: Pooled Investment Fund.

Offering

• Filed: 2026-07-07
• Form: D
• Accession: 0002143131-26-000001
• Industry: Pooled Investment Fund
• Exemptions: 06b,3C,3C.5
• Amount sold: $37.1M
• Investors: 33
• Security types: equity, fund interests
• Revenue range: Decline to Disclose
• SEC file number: 021-589849

Issuer

• Name: Heritage Unity Fund, LP
• CIK: 0002143131
• Entity type: Limited Partnership
• Jurisdiction: DELAWARE
• Address: 8023 VANTAGE DRIVE STE 100, SAN ANTONIO, TX, 78230
• Phone: 210-524-1380

Officers, directors & promoters (2)

More

• CIK 2143131 on SEC EDGAR (source of record)
• This page as markdown (for LLM agents)
• Search all SEC filings, advisers and people on Adviser Search