Heritage Capital Investment Management LLC

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Assets, Funds, Holdings

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Heritage Capital Investment Management LLC
CRD #154567
SEC #801-71723
CIK #
AUM
Employees
Phone646-278-1357
Address400 Park Avenue Suite 810
New York, NY 10022
Source [IAPD] [Website]
Total AUM ($M)
604836241202008201320182024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Heritage Capital India Advantage Fund LP [2012-03-30] 20.0 22.8
HF Heritage Capital India Advantage Fund Ltd 2012-03-30 22.8
HF Heritage Capital India Cayman Fund LP 2012-03-30 33.9
HF Heritage Capital India Fund LP [2012-03-30] 30.7 32.0
HF Heritage Capital India Master Fund Limited 2012-03-30 28.8
HF Heritage Capital India Offshore Fund Limited 2012-03-30 1.9
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Inder Sodhi 2
Heritage Capital India GP LLC 1
Heritage Capital India Advantage GP LLC 1
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