0001980651-23-000001.txt : 20230627 0001980651-23-000001.hdr.sgml : 20230627 20230627124819 ACCESSION NUMBER: 0001980651-23-000001 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: 20230627 DATE AS OF CHANGE: 20230627 EFFECTIVENESS DATE: 20230627 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heritage INS SPV LP CENTRAL INDEX KEY: 0001980651 IRS NUMBER: 924002515 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-485242 FILM NUMBER: 231045423 BUSINESS ADDRESS: STREET 1: 11440 W BERNARDO COURT, #390 CITY: SAN DIEGO STATE: CA ZIP: 92127 BUSINESS PHONE: 858-613-9191 MAIL ADDRESS: STREET 1: 11440 W BERNARDO COURT, #390 CITY: SAN DIEGO STATE: CA ZIP: 92127 D 1 primary_doc.xml X0708 D LIVE 0001980651 Heritage INS SPV LP 11440 W BERNARDO COURT, #390 SAN DIEGO CA CALIFORNIA 92127 858-613-9191 DELAWARE None None Limited Partnership true 2023 N/A HPOP GP LLC 11440 W BERNARDO COURT, #390 SAN DIEGO CA CALIFORNIA 92127 Executive Officer General Partner of the Issuer. N/A Heritage Wealth Management, Inc. 11440 W BERNARDO COURT, #390 SAN DIEGO CA CALIFORNIA 92127 Executive Officer Investment Manager of the Issuer Jason Campbell 11440 W BERNARDO COURT, #390 SAN DIEGO CA CALIFORNIA 92127 Executive Officer Principal of the General Partner and Investment Manager of the Issuer. Greg Davis 11440 W BERNARDO COURT, #390 SAN DIEGO CA CALIFORNIA 92127 Executive Officer Principal of the General Partner and Investment Manager of the Issuer. Jordan Gibbs 11440 W BERNARDO COURT, #390 SAN DIEGO CA CALIFORNIA 92127 Executive Officer Principal of the General Partner and Investment Manager of the Issuer. Ryan Gibbs 11440 W BERNARDO COURT, #390 SAN DIEGO CA CALIFORNIA 92127 Executive Officer Principal of the General Partner and Investment Manager of the Issuer. Pooled Investment Fund Venture Capital Fund false Decline to Disclose 06b 3C 3C.7 false true true true true Limited Partnership Interests. false 0 Indefinite 0 Indefinite false 0 0 true 0 true 0 true HPOP GP LLC and certain persons listed in Item 3 may receive a management fee based on the value of the issuer's assets and/or a performance-based fee based on the issuer's profits false Heritage INS SPV LP Jason Campbell Jason Campbell Managing Member of HPOP GP LLC 2023-06-27