DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Funds / Heritage Healthcare Innovation Fund, LP
Heritage Healthcare Innovation Fund, LP
Amounts, each with its basis
- Vintage
- 2011basis: form d first sale
- 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
- $200Mwhat may be sold, not what was raised; file 021-154312, sworn by the adviser or filed under this vehicle
- Form D sold
- $157Mas of the filing of Apr 25, 2012, 29 investors
- First sale
- Jan 12, 2011
- Reported GAV
- $38.9Mon the Form ADV filed Mar 15, 2024; the fund's assets, never its size or dry powder
- Owners (ADV)
- 25
- Reported on ADV
- Mar 30, 2012 to Mar 15, 2024
Fundraising evidence
Unknown
latest Form D 2012-04-25, older than 15 months (fr-1)
evidence dated Apr 25, 2012. A Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.
Lifecycle
Harvest
vintage over 7 years, still reported
age years: 15first sale: 2011-01-12vintage year: $2,011adv gav as of: 2024-03-15vintage basis: form_d_first_saleform d sold usd: $157Mform d offering usd: $200Mform d latest filed at: 2012-04-25
The fund's own reporting through time
17 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 30, 2012 | Venture Capital Fund | $128M | 18 | $1.0M | 4% | yes | |
| Mar 4, 2013 | Venture Capital Fund | $128M | 18 | $1.0M | 4% | yes | |
| Mar 31, 2014 | Venture Capital Fund | $128M | 18 | $1.0M | 4% | yes | |
| Feb 27, 2015 | Venture Capital Fund | $168M | 30 | $1.0M | 3% | yes | |
| Jun 26, 2015 | Venture Capital Fund | $168M | 30 | $1.0M | 3% | yes | |
| Feb 1, 2016 | Venture Capital Fund | $192M | 30 | $1.0M | 3% | yes | |
| Mar 28, 2017 | Venture Capital Fund | $205M | 30 | $1.0M | 3% | yes | |
| Mar 23, 2018 | Venture Capital Fund | $366M | 30 | $1.0M | 3% | yes | |
| Mar 28, 2019 | Venture Capital Fund | $232M | 30 | $1.0M | 3% | yes | |
| Mar 27, 2020 | Venture Capital Fund | $228M | 30 | $1.0M | 3% | yes | |
| Jan 11, 2021 | Venture Capital Fund | $223M | 30 | $1.0M | 3% | yes | |
| Sep 3, 2021 | Venture Capital Fund | $223M | 30 | $1.0M | 3% | yes | |
| Jan 4, 2022 | Venture Capital Fund | $223M | 30 | $1.0M | 3% | yes | |
| Mar 22, 2022 | Venture Capital Fund | $106M | 30 | $1.0M | 3% | yes | |
| Nov 4, 2022 | Venture Capital Fund | $106M | 30 | $1.0M | 3% | yes | |
| Mar 22, 2023 | Venture Capital Fund | $237M | 30 | $1.0M | 3% | yes | |
| Mar 15, 2024 | Venture Capital Fund | $38.9M | 25 | $1.0M | 3% | yes |
Principals and agents
3 principals on Form D, 0 placement agents
- Rock Morphis Executive Officer
- David McClellan Executive Officer
- SEE Comments See Comments Executive Officer
Limited partners and their reported performance
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
4 events
- Apr 25, 2012Heritage Healthcare Innovation Fund, LP filed Form D/A: $157,050,000 sold of $200,000,000, Venture Capital FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
- Mar 30, 2012Heritage Healthcare Innovation Fund, LP first reported on Form ADV by HG Capital Management, LLC (Venture Capital Fund), GAV $128,357,133Fund first reported on Form ADV Fact SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 20, 2012Heritage Healthcare Innovation Fund, LP filed Form D/A: $131,000,000 sold of $200,000,000, Venture Capital FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
- Jan 25, 2011Heritage Healthcare Innovation Fund, LP filed Form D: $78,000,000 sold of $200,000,000, Venture Capital FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
Evidence
48 observations
Every observation on this vehicle
- Entity type: Limited Partnership Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Entity type: Limited Partnership Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Entity type: Limited Partnership Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Venture Capital Fund Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Venture Capital Fund Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Venture Capital Fund Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: true Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: true Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: false Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Not Applicable Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Not Applicable Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Not Applicable Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $157M Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $131M Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $78.0M Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Offering amount (Form D): $200M Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Offering amount (Form D): $200M Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Offering amount (Form D): $200M Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06 Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06 Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06 Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2011-01-12 Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2011-01-12 Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2011-01-12 Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 29 Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 18 Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 7 Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 100,000 Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 1,000,000 Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 1,000,000 Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: equity Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: equity Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: equity Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 40 BURTON HILLS BOULEVARD, SUITE 250, NASHVILLE, TN, 37215 Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 40 BURTON HILLS BOULEVARD, SUITE 250, NASHVILLE, TN, 37215 Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 40 BURTON HILLS BOULEVARD, SUITE 250, NASHVILLE, TN, 37215 Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2010 Apr 25, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2010 Jan 20, 2012 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2010 Jan 25, 2011 Fact SEC EDGAR Form D data sets (quarterly)