0002092311-25-000001.txt : 20251208 0002092311-25-000001.hdr.sgml : 20251208 20251205174331 ACCESSION NUMBER: 0002092311-25-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(1) FILED AS OF DATE: 20251208 DATE AS OF CHANGE: 20251205 EFFECTIVENESS DATE: 20251208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heritage Income Fund LP CENTRAL INDEX KEY: 0002092311 ORGANIZATION NAME: EIN: 393805435 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-565997 FILM NUMBER: 251554059 BUSINESS ADDRESS: STREET 1: 11440 W BERNARDO COURT STREET 2: #390 CITY: SAN DIEGO STATE: CA ZIP: 92127 BUSINESS PHONE: 858-613-9191 MAIL ADDRESS: STREET 1: 11440 W BERNARDO COURT STREET 2: #390 CITY: SAN DIEGO STATE: CA ZIP: 92127 D 1 primary_doc.xml X0708 D LIVE 0002092311 Heritage Income Fund LP 11440 W BERNARDO COURT #390 SAN DIEGO CA CALIFORNIA 92127 858-613-9191 DELAWARE None None Limited Partnership true 2025 N/A Heritage Income Fund GP LLC 11440 W Bernardo Ct #390 San Diego CA CALIFORNIA 92127 Executive Officer General Partner of the Issuer N/A Heritage Wealth Management, Inc. 11440 W Bernardo Ct #390 San Diego CA CALIFORNIA 92127 Executive Officer Investment Manager of the Issuer Jordan Gibbs 11440 W Bernardo Ct #390 San Diego CA CALIFORNIA 92127 Executive Officer Managing Member of the General Partner and Principal of the Investment Manager Ryan Gibbs 11440 W Bernardo Ct #390 San Diego CA CALIFORNIA 92127 Executive Officer Managing Member of the General Partner and Principal of the Investment Manager Greg Davis 11440 W Bernardo Ct #390 San Diego CA CALIFORNIA 92127 Executive Officer Managing Member of the General Partner and Principal of the Investment Manager Pooled Investment Fund Hedge Fund false Decline to Disclose 06b 3C 3C.1 false 2025-10-17 true true true Limited Partnership Interests false 0 Indefinite 13700000 Indefinite false 12 0 true 0 true 0 true Heritage Wealth Management, Inc. 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 fee based on the value of the issuer's profits. false Heritage Income Fund LP Jordan Gibbs Jordan Gibbs Managing Member of the GP 2025-12-05