Heritage Global
San Diego, US · Florida corporation
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 & Secretary
RD
Ross DoveChief Executive Officer
JR
Jonathan ReichExecutive
AC
Allan C. SilberExecutive
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
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.
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.