0001957351-22-000002.txt : 20221223 0001957351-22-000002.hdr.sgml : 20221223 20221223121628 ACCESSION NUMBER: 0001957351-22-000002 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20221223 DATE AS OF CHANGE: 20221223 EFFECTIVENESS DATE: 20221223 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heritage Group Monogram Holdings, LP CENTRAL INDEX KEY: 0001957351 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-468597 FILM NUMBER: 221484320 BUSINESS ADDRESS: STREET 1: 10 BURTON HILLS BOULEVARD STREET 2: SUITE 250 CITY: NASHVILLE STATE: TN ZIP: 37215 BUSINESS PHONE: 615-665-8220 MAIL ADDRESS: STREET 1: 10 BURTON HILLS BOULEVARD STREET 2: SUITE 250 CITY: NASHVILLE STATE: TN ZIP: 37215 D 1 primary_doc.xml X0708 D LIVE 0001957351 Heritage Group Monogram Holdings, LP 10 BURTON HILLS BOULEVARD SUITE 250 NASHVILLE TN TENNESSEE 37215 615-665-8220 DELAWARE None None Limited Partnership true 2022 N/A HHIF III GP, LLC c/o Heritage Group, LLC 10 Burton Hills Boulevard, Suite 250 Nashville TN TENNESSEE 37215 Executive Officer The general partner of the Issuer (the "General Partner") Rock Morphis c/o Heritage Group, LLC 10 Burton Hills Boulevard, Suite 250 Nashville TN TENNESSEE 37215 Executive Officer Vice President of the General Partner David McClellan c/o Heritage Group, LLC 10 Burton Hills Boulevard, Suite 250 Nashville TN TENNESSEE 37215 Executive Officer Vice President of the General Partner Graham Hunter c/o Heritage Group, LLC 10 Burton Hills Boulevard, Suite 250 Nashville TN TENNESSEE 37215 Executive Officer Vice President of the General Partner Lauren Brueggen c/o Heritage Group, LLC 10 Burton Hills Boulevard, Suite 250 Nashville TN TENNESSEE 37215 Executive Officer Vice President of the General Partner Jesse Bland c/o Heritage Group, LLC 10 Burton Hills Boulevard, Suite 250 Nashville TN TENNESSEE 37215 Executive Officer Vice President of the General Partner Pooled Investment Fund Venture Capital Fund false Not Applicable 06b 3C 3C.7 false 2022-12-19 false true false 0 10100000 10100000 0 false 13 0 0 0 false Heritage Group Monogram Holdings, LP /s/ Jason Young Jason Young Chief Financial Officer of the General Partner 2022-12-23