0002143131-26-000001.txt : 20260707 0002143131-26-000001.hdr.sgml : 20260707 20260707164815 ACCESSION NUMBER: 0002143131-26-000001 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)(5) FILED AS OF DATE: 20260707 DATE AS OF CHANGE: 20260707 EFFECTIVENESS DATE: 20260707 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heritage Unity Fund, LP CENTRAL INDEX KEY: 0002143131 ORGANIZATION NAME: EIN: 393589422 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-589849 FILM NUMBER: 261159870 BUSINESS ADDRESS: STREET 1: 8023 VANTAGE DRIVE STE 100 CITY: SAN ANTONIO STATE: TX ZIP: 78230 BUSINESS PHONE: 210-524-1380 MAIL ADDRESS: STREET 1: 8023 VANTAGE DRIVE STE 100 CITY: SAN ANTONIO STATE: TX ZIP: 78230 D 1 primary_doc.xml X0708 D LIVE 0002143131 Heritage Unity Fund, LP 8023 VANTAGE DRIVE STE 100 SAN ANTONIO TX TEXAS 78230 210-524-1380 DELAWARE None None Limited Partnership true 2025 N/A Heritage Unity Fund GP, LP 8023 Vantage Drive Ste 100 San Antonio TX TEXAS 78230 Director General Partner N/A Heritage Unity Fund UGP, LLC 8023 Vantage Drive Ste 100 San Antonio TX TEXAS 78230 Director General Partner of General Partner N/A REOC/HUF Fund Manager, LLC 8023 Vantage Drive Ste 100 San Antonio TX TEXAS 78230 Director Manager of General Partner's General Partner Carolyn Douglas 8023 Vantage Drive Ste 100 San Antonio TX TEXAS 78230 Director Manager of the General Partner's General Partner's Manager Todd Gold 8023 Vantage Drive Ste 100 San Antonio TX TEXAS 78230 Director Manager of the General Partner's General Partner's Manager Pooled Investment Fund Private Equity Fund false Decline to Disclose 06b 3C 3C.5 false 2026-06-24 false true true false 0 Indefinite 37090737 Indefinite false 33 0 0 0 false Heritage Unity Fund, LP /s/ Carolyn Douglas Carolyn Douglas Manager of the General Partner's General Partner's Manager 2026-07-07