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Heritage Global
San Diego, US · Florida corporation
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Heritage Global Inc. provides valuation and lending services through its divisions including Heritage Global Valuations and Heritage Global Capital, which operate specialized units like the National Loan Exchange and a specialty lending division.
Founders & leadership
KD
Kirk DovePresident & Chief Operating Officer
SW
Scott WestChief Financial Officer
JS
James SklarExecutive Vice President, General Counsel and SecretaryHe brings over 30 years of experience as a transactional business lawyer, having served as both outside counsel and in-house executive, with expertise in asset disposition, international expansion, and lending-related matters.
RD
Ross DoveCEO & Board DirectorRoss Dove spent over thirty years in the auction and industrial asset business, holding leadership roles including Chairman and CEO of DoveBid and related companies, where he oversaw thousands of auctions and valuations. He has served as a director of venture-backed firms and is a founding member of the International Auctioneers Association.
JR
Jonathan ReichExecutive
SA
Stephen A. WeintraubExecutive
AM
Adam M. ReichExecutive
Board
AC
Allan C. SilberCHAIRMAN OF THE BOARD
SL
Samuel L. ShimerBoard director
MP
Morris PerlisBoard director
HB
Hal B. HeatonBoard director
DL
David L. TurockBoard director
Reported raises · per SEC filings
Form D private placements$2.2M disclosed across 3 rounds · 2012–2016
▶$16.8KraisedApr 2016 · 7 investors · OtherRule 506(b)
▶$16.8KraisedApr 2016 · 7 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Samuel L ShimerDirector
- Hal B HeatonDirector
- Henry Y TohDirector
- James B RyanDirector
- Allan C SilberDirector
- David L TurockDirector
- Morris PerlisDirector
- Offering amount
- $16.8K
- Amount sold
- $16.8K
- First sale
- Mar 2016
- Incorporated
- Corporation, Florida
- Federal exemptions
- 06b
▶$225KraisedJul 2015 · 2 investors · OtherRule 506(b)
▶$225KraisedJul 2015 · 2 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Kirk DoveExecutive Officer
- Scott WestExecutive Officer
- Morris PerlisDirector
- James SklarExecutive Officer
- Hal B. HeatonDirector
- David L. TurockDirector
- Henry Y. TohDirector
- ALLAN C SILBERDirector
- Ross DoveExecutive Officer, Director
- Samuel L. ShimerDirector
- James B. RyanDirector
- Offering amount
- $225K
- Amount sold
- $225K
- First sale
- May 2013
- Incorporated
- Corporation, Florida
- Federal exemptions
- 06b
▶$2MraisedMar 2012 · 2 investors · OtherRule 506(b)
▶$2MraisedMar 2012 · 2 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Henry Y.L. TohDirector
- Jonathan ReichExecutive Officer
- Allan C. SilberExecutive Officer, Director
- Samuel L. ShimerDirector
- Stephen A. WeintraubExecutive Officer
- Adam M. ReichExecutive Officer
- David TurockDirector
- J. Brendan RyanDirector
- Hal B. HeatonDirector
- Offering amount
- $2M
- Amount sold
- $2M
- Minimum investment
- $1M
- First sale
- Feb 2012
- Incorporated
- Corporation, Florida
- Federal exemptions
- 06
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
Frequently asked questions
- What does Heritage Global do?
- Heritage Global Inc. provides valuation and lending services through its divisions including Heritage Global Valuations and Heritage Global Capital, which operate specialized units like the National Loan Exchange and a specialty lending division.
- How much funding has Heritage Global raised?
- Heritage Global has disclosed $2.2M raised across 3 rounds.
- Where is Heritage Global headquartered?
- Heritage Global is headquartered in San Diego, US.