There are funds

and there are Funds

The Heritage Multi-Sector Fund I

For those Investors who don’t have a multi-sector approach – and don’t have time to explore each individual investment opportunity – we offer the Heritage Multi-Sector Fund I (The Fund).

The Fund is another way we work and invest alongside our investors. The Fund is comprised of opportunities sourced from experienced and trusted deal sponsors and provides the diversification accredited investors require.

Fund Features and Benefits

  • Provides diversification
  • Each investment and deal operator is vetted by Heritage Capital Management Group
  • The fund is managed by the Heritage Capital Management Group
  • Saves hours of research vs. investing in individual deals
  • Another way our investors don’t have to go it alone

Fund Newsletters

  • March 30, 2020: Q4, 2019 - PDF - Read Now

  • November 27, 2019: Q3, 2019 - PDF - Read Now

  • August 29, 2019: Q2, 2019 - PDF - Read Now

  • May 15, 2019: Q1, 2019 - PDF - Read Now

  • February 15, 2019: Q4, 2018 - PDF - Read Now

  • November 29, 2018: Q3, 2018 - PDF - Read Now

  • August 16, 2018: Q2, 2018 - PDF - Read Now

  • May 24, 2018: Q1, 2018 - PDF - Read Now