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Hfo-Cosmic SPV, LLC

Private Equity FundFund ID 805-2835477317Arizona, United States
Gross assets
$15M
Min. investment
$25K
Beneficial owners
52
Size rank
Top 73%
Audited
Yes
Structure
Standalone

About this fund

Hfo-Cosmic SPV, LLC is a private equity fund managed by Heritage Family Offices, LLP. The fund reports $15 million in gross assets, placing it among the top 73% of private funds by size. The stated minimum investment is $25,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-2835477317
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPNo
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

None reported.

Frequently asked questions

How large is Hfo-Cosmic SPV, LLC?

Hfo-Cosmic SPV, LLC reports $15 million in gross assets, among the top 73% of private funds by size.

What is the minimum investment for Hfo-Cosmic SPV, LLC?

The stated minimum investment is $25,000.

Who manages Hfo-Cosmic SPV, LLC?

Hfo-Cosmic SPV, LLC is managed by Heritage Family Offices, LLP.

Does Hfo-Cosmic SPV, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
None reported
Administrator

Reported gross assets

$15MNo change
Mar '25 — $15MApr '25 — $15MMay '25 — $15MJun '25 — $15MJul '25 — $15MAug '25 — $15MSep '25 — $15MOct '25 — $15MNov '25 — $15MDec '25 — $15MJan '26 — $15MFeb '26 — $15MMar '26 — $15MApr '26 — $15MMay '26 — $15MJun '26 — $15M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 73%
Larger than 27% of 67,041 private funds
Gross assets vs Private Equity FundsTop 72%
Larger than 28% of 31,066 private equity funds
Minimum investmentTop 90%
Higher than 10% of funds reporting a minimum

Investor base

Adviser & related persons2%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.