DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Funds / Heirloom Helicopter Leasing Pool 2020 LLC
Heirloom Helicopter Leasing Pool 2020 LLC
Amounts, each with its basis
- Vintage
- 2020basis: year in the fund name
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- unknownwhat may be sold, not what was raised
- Form D sold
- unknownno Form D on record
- First sale
- unknown
- Reported gross assets
- $4.6MForm ADV, as of Nov 29, 2024; not fund size, not dry powder
- Peak reported gross assets
- $10.3Mhighest year on the reporting tape
- Owners (ADV)
- 9
- Reported on ADV
- Jun 3, 2020 to Nov 29, 2024
- Structure
- standalone
- Fund of funds (ADV)
- yes
Lifecycle
Mature
rule: gross assets within 10% of the prior yearmodel: lc-pe-1gav path: 2020,9600000,2021,10284196,2022,8232938,2023,4628000,2024,4628000peak gav: $10.3Mas of year: $2,024latest gav: $4.6Mreported years: 5last step change: 0age years at as of: 4drawdown from peak: 0.55first reported year: $2,020
Reported gross assets by year
5 annual rows
| Year | Filed | Type | Gross assets | Owners | Min. investment | Non-US owned | Source | |
|---|---|---|---|---|---|---|---|---|
| 2020 | Aug 13, 2020 | Private Equity Fund | $9.6M | 3 | $1.0M | 100% | adviserinfo.sec.gov | |
| 2021 | Oct 8, 2021 | Private Equity Fund | $10.3M | 2 | $1.0M | 100% | adviserinfo.sec.gov | |
| 2022 | Mar 30, 2022 | Private Equity Fund | $8.2M | 2 | $1.0M | 100% | adviserinfo.sec.gov | |
| 2023 | Nov 22, 2023 | Private Equity Fund | $4.6M | 6 | $1.0M | 95% | adviserinfo.sec.gov | |
| 2024 | Nov 29, 2024 | Private Equity Fund | $4.6M | 9 | $1.0M | 91% | adviserinfo.sec.gov |
Placement agents and principals
0 placement agents, 0 principals
No placement agent or principal collected for this fund yet. Both come from the related persons and sales compensation sections of Form D.
Limited partners
0 disclosed
No LP commitment to this fund collected yet. An LP appears only when a public disclosure names this fund.
Investments attributed to this fund
0
No investment attributed to this fund. A firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Events
1 most recent
- Jun 3, 2020Heirloom Helicopter Leasing Pool 2020 LLC first reported on Form ADV by Heirloom Investment Management LLC (Private Equity Fund), GAV $9,600,000Fund first reported on Form ADV Fact SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)