Heritage Unity Fund, LP is a private equity fund based in San Antonio, Texas. According to its most recent Form D, filed Jul 7, 2026, it has sold $37,090,737 of interests to 33 investors since its first sale in Jun 2026. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Carolyn Douglas; Heritage Unity Fund UGP, LLC; REOC/HUF Fund Manager, LLC.
- Total raised
- $37,090,737Cumulative sales reported on Form D
- Investors
- 33
- First sale
- Jun 24, 2026
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Carolyn Douglas; Heritage Unity Fund UGP, LLC; REOC/HUF Fund Manager, LLC
- Latest Form D
- Jul 7, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Heritage Unity Fund, LP
What is the minimum investment for Heritage Unity Fund, LP?
Heritage Unity Fund, LP's latest Form D, filed Jul 7, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Heritage Unity Fund, LP?
Heritage Unity Fund, LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Heritage Unity Fund, LP raised?
Heritage Unity Fund, LP reports $37,090,737 sold from 33 investors on its Form D filed Jul 7, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Heritage Unity Fund, LP based?
Heritage Unity Fund, LP is based in San Antonio, Texas.
When did Heritage Unity Fund, LP launch?
Heritage Unity Fund, LP reports its first sale in Jun 2026, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 77% of the 1,472 private equity funds based in Texas, and more than 60% of all 9,142 that report sales.