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RIA / WealthPrivate fundventure capital fund3(c)(7)

HERITAGE GROUP MONOGRAM HOLDINGS, LP

advised by HG CAPITAL MANAGEMENT, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0e1e312-bdd3-32c9-30ee-0b2fca8cd471

Data as of Mar 15, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 22, 2023 to Mar 15, 2024
2 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Heritage Group Monogram Holdings, LP

Venture fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: HG CAPITAL MANAGEMENT, LLCCRD 163613
Fund type: Venture Capital Fund
Latest reported GAV: $15.9Mgross asset value on Schedule D 7.B(1), as of 2024-03-15; never fund size
Peak reported GAV: $15.9M
Beneficial owners: 13
Minimum investment: $10,000
Owned by the adviser: 600%
Owned by funds of funds: 7400%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-468597an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 22, 2023
Last reported: Mar 15, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-8231205264

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 15, 2024	$15.9M	13	$10,000	600.0%	yes	HERITAGE GROUP MONOGRAM HOLDINGS, LP
Mar 22, 2023	$10.2M	13	$10,000	600.0%	yes	HERITAGE GROUP MONOGRAM HOLDINGS, LP

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
PINNACLE FINANCIAL PARTNERS, INC.	PINNACLE FINANCIAL PARTNERS, INC.	Nashville	Tennessee	United States	no	n/a

Relationships

Advises (1)

← HG CAPITAL MANAGEMENT, LLCRegistered adviserVenture Capital Fund, IA
Mar 22, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f0e1e312-bdd3-32c9-30ee-0b2fca8cd471
First observed: Mar 22, 2023
Last observed: Mar 15, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HERITAGE GROUP MONOGRAM HOLDINGS, LP

advised by HG CAPITAL MANAGEMENT, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0e1e312-bdd3-32c9-30ee-0b2fca8cd471

Data as of Mar 15, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 15, 2024

$15.9M

$10,000

600.0%

yes

HERITAGE GROUP MONOGRAM HOLDINGS, LP

Mar 22, 2023

$10.2M

$10,000

600.0%

yes

HERITAGE GROUP MONOGRAM HOLDINGS, LP

Custodian

Legal name

City

State

Country

Related person

SEC number

PINNACLE FINANCIAL PARTNERS, INC.

Nashville

Tennessee

United States

n/a